FAQ
>What services do you offer?
I offer comprehensive financial planning. That includes:
- > Investment management
- > Retirement planning
- > Tax strategy
- > Estate planning
- > Insurance reviews
- > Cash flow planning
- > Ongoing financial advice
And everything else you need to feel confident about your financial future.
>How do you get paid?
I'm flat-fee only. No AUM fees, no commissions, no hidden costs. I'm only paid by you and never by product companies, banks, or insurance companies. This eliminates conflicts of interest and ensures my advice is always in your best interest.
Pricing:
One-time Plan: $8,000.
Ongoing Planning: $10,000/year.
>How can I contact you?
Email: ben@lindywealth.com
>Are you a CFP®?
Yes, I'm a Certified Financial Planner® Professional. As a CFP®, I'm held to the highest standards of ethics, education, and competency in financial planning.
>Where will my money be held?
Your money is held at Charles Schwab. The accounts are in your name, and Lindy Wealth acts as your advisor to manage them on your behalf. We don't work for Schwab or earn commissions, so every recommendation we make is in your best interest.
>What's your approach?
I built this firm to deliver tangible results without unnecessary complexity. We focus on building the right structure around your finances, optimizing for taxes, and creating a smart portfolio strategy that's durable, flexible, and clear.