Offer #37084 - Facet Fortune Institute

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Introducing Facet Wealth: A Comprehensive Financial Planning Solution

When it comes to managing your finances, having the right guidance and support is crucial. That's where Facet Wealth comes in. Facet Wealth is a leading financial planning company that offers personalized and comprehensive solutions to help you achieve your financial goals. In this article, we will explore the pros and cons of Facet Wealth and how it compares to other financial advisors in the market.

Where Facet Shines

One of the standout features of Facet Wealth is its pricing model. Unlike many other financial advisors that charge a percentage of assets under management, Facet's fees are based on the level of service required and the complexity of your financial situation. This means that you only pay for what you need, when you need it. Whether you need assistance with benefit elections, budgeting, debt planning, or more complex financial situations like starting a family or saving for education, Facet has got you covered.

Another advantage of choosing Facet Wealth is the free initial consultation they offer. This allows you to get a feel for their services and determine if they are the right fit for your needs. Consultations can be held virtually, via phone or video call, making it convenient for you to connect with their team.

Where Facet Falls Short

While Facet Wealth offers many benefits, there are a few areas where it falls short. One of the main drawbacks is the wide range of fees they charge. This can make it difficult for potential customers to identify the exact costs upfront. However, it's worth noting that Facet does provide a free consultation where they can give you an estimate of the financial planning rate you'll pay.

Another limitation of Facet Wealth is that they only offer online meetings. If you prefer in-person interactions, this may not be the ideal option for you.

Facet is Best For

Facet Wealth is well-suited for individuals who are juggling multiple financial goals and want to avoid assets under management fees. They also provide excellent financial guidance for life transitions such as starting a family or planning for retirement.

Facet at a Glance

Period considered: Aug. - Oct. 2023 $0, $500 to open an investment account Account management, planning or subscription fee: $2,000 - $6,000 annually based on complexity Advisor access and credentials: All advisors are certified financial planners and fiduciaries Financial planning services: Can advise on the majority of situations covered by full-service financial planning firms Investment expense ratios: Facet covers various asset classes with portfolios built from low-cost ETFs Brokerage options: Facet manages existing accounts at Fidelity, Apex, TD Ameritrade, and Charles Schwab Accounts supported: Non-retirement brokerage accounts, Roth, traditional, SEP, rollover and SIMPLE IRAs Tax strategy: Provides tax guidance for all aspects of your financial plan Customer support options: Email support daily from 8 a.m. - 9 p.m. Eastern, phone and video support available

Facet's Ratings

Facet has received positive ratings in various categories:

Account minimum: 5 out of 5 stars Account management, planning or subscription fee: 3 out of 5 stars Setup or onboarding fee: 4 out of 5 stars Advisor access and credentials: 4.5 out of 5 stars Financial planning services: 5 out of 5 stars Investment expense ratios: 5 out of 5 stars Portfolio construction: 3 out of 5 stars Brokerage options: 4 out of 5 stars Accounts supported: 4 out of 5 stars Tax strategy: 4 out of 5 stars Customer support options: 4 out of 5 stars

Is Facet Right For You?

If you're looking for comprehensive financial planning services and personalized guidance, Facet Wealth could be the right choice for you. Their "pay for what you use" fee structure and team of certified financial planners make them a reliable option for individuals with complex financial situations. However, if you're solely seeking portfolio management without additional planning guidance, there may be more cost-effective options available.

Ultimately, the decision to choose Facet Wealth or any other financial advisor depends on your specific needs and preferences. It's important to carefully evaluate your options and consider factors such as fees, services offered, and customer reviews before making a decision.

Note: This article is for informational purposes only and should not be considered as financial advice. Please consult with a professional advisor before making any investment decisions.

Services :: The FFi (Facet Fortune Institute) is a comprehensive program designed for individuals looking to enter or expand their presence in the digital marketing space despite their facet, niche, gift or talent. Facet Fortune Institute will walk you through from the very beginning all the way to starting an online business from scratch. The purpose of this course is to provide a variety of resources and tools that can help viewers to: • Launch and grow their own digital marketing business • Resell digital products for profit • Learn and apply digital marketing strategies without necessarily showing their face (faceless marketing) • Create and distribute content effectively on social media platforms • Build a brand and establish trust with an audience • Generate passive income through automated systems. You'll have access to a goldmine of digital fortunes and assets: ✅ Immediate Lifetime Access (150+ Lessons) ✅ PLR License: Keep 100% Profits ✅ Sales Funnel Template ✅ Digital Fortunes Library ✅ 100+ Premium Editable MRR Promotional Materials ✅ Facet Fortune Content Bank ✅ Free Community Access Your success is right in front of you, if you build it they will come! Happy profits.

Released on Saturday 28 September 2024 - Total : $0 - Past 30 days : $0 (1st tier : 60% - 2nd tier : 60%)

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