YOUR PERSONAL CFO
3CM Capital Subscription:
$0 minimum asset requirement!
Did you know well over 50 percent of individuals nationwide are not prepared for retirement? According to the Centers for Disease Control, the average life expectancy in 2017 was 78.6 years old. However, the expected age of retirement for that same year was about 62 years old.
That means people need to have enough money saved to last at least 16 years.
Here at 3CM Capital Management, LLC we understand that you are extremely busy. Creating a Financial Plan, Budgeting, monitoring your 401k and Investments, Creating/ Maintaining an Emergency Expense Fund and Preparing for Retirement, all while working and providing for your family, can seem overwhelming.
Let our Financial Consultant do it for you!
· Construction of Personalized Financial Plan
· Discretionary Portfolio Management Services
· Account Aggregation and Client Reporting Portal
· Access to a State of The Art Financial Planning Portal and Mobile App
· Quarterly Market Commentary
· Quarterly Performance Reports
· Unlimited email/phone access to CHARTERED RETIREMENT PLANNING COUNSELOR™, CRPC®
· Ongoing financial planning and advisory services
Cost: One-time Financial Plan construction fee of between $1,500-$3,000 depending on complexity and outside partners used (ex: Estate Planning Lawyer and CPA); then $99/month for ongoing monitoring till Asset Under Management reach 100k.
*Fee in excess of investment fee till assets reach 100k. Personal CFO include at no cost for accounts over the 100k Asset Minimum.