Frequently Asked Questions

How can we help you?

Managing your money can be confusing, and can bring up a lot of questions. Here are some of Simply Money Advisors most frequently asked questions.

WHAT MAKES SIMPLY MONEY ADVISORS DIFFERENT?

At Simply Money Advisors, you’ll work with a team of financial planners that will be there to answer the important questions that are sure to come up. Another of the unique things you’ll discover about Simply Money Advisors is the team of investment professionals managing your money, providing the experience on the best way to invest your money according to your personalized financial plan. As you partner with us, it will become obvious that teamwork and outstanding client service is what makes Simply Money Advisors so different.

WHY DO I NEED A PERSONALIZED FINANCIAL PLAN?

There’s only one-way to stop worrying about money: to know what’s coming in, what’s being spent and how much is being saved. That’s why you need a personalized financial plan. It’s the foundation of everything we do at Simply Money Advisors. It will provide you with the actionable steps needed to live the way you want today and tomorrow.

DO I NEED A BUDGET?

If you don’t know what you’re spending, it’s hard to properly save for your future. Having a detailed budget is a big part of your personalized financial plan. As we begin your financial planning process, there will be work for you to do gathering documents and pulling together what you’re currently spending. Don’t worry, though. We’ll make the process as simple and educational as possible. We promise you’ll learn a lot about yourself and the important goals you have for your family’s future.

HOW DOES SIMPLY MONEY ADVISORS GET PAID?

We don't sell commissioned financial products. Our team works for you and you are charged an advisory fee based on the amount of money we manage for you. The fee amount, which is calculated at the end of each calendar quarter, is simply a percentage of the value of the investments that we manage on your behalf.

Unlike many other financial services firms, our compensation is not dependent upon the investments that we recommend, nor the advice that we offer. We are paid the same regardless of how you’re invested. This straightforward fee structure aligns your interests with ours. Rest assured, Simply Money Advisors always keeps what’s best for you in mind and will always put your interests first.

HOW MUCH MONEY DO I NEED TO BE A CLIENT OF SIMPLY MONEY ADVISORS?

To become a client of Simply Money Advisors, we require that you have $100,000 in manageable assets.

IS THERE A RISK TO MY SAVINGS AND HOW MUCH RISK WILL I NEED TO TAKE?

With any investment comes risk and everyone’s tolerance to risk is different. Part of your financial planning process will include “Riskalyze.” This tool is used to discover your personalized Risk Number®. Your Simply Money Advisors team of financial planners will help guide you; creating a personalized financial plan that includes a level of risk you’re comfortable with.

WHY INVEST WITH SIMPLY MONEY ADVISORS?

Simply Money Advisors uses a trusted, disciplined investment process focused on steady results and market opportunities for your secure, financial future. We’ll surround you with a team to work with and get to know, people that will help empower and educate you. Think of Simply Money Advisors as your team of financial advocates offering personalized service and trusted advice.

The Simply Money Point.

Simply Money Advisors is your trusted financial planning partner and retirement specialist. Contact us for your personalized financial plan.

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