Are you interested in having a financial advisor on retainer as part of your Patreon pledge?
Added 2020-10-04 07:38:17 +0000 UTCThe secret is out that I am in a training pipeline to become a financial planner. I am interested in determining how many people on Patreon would like to secure my services as a financial planner as part of their Patreon pledge. It would consist of financial planning and investment coaching.
My services would be available to anyone in the Trap-House Tiers, with an additional tier (Legate) available for people who want to upgrade from Henchman. I'd still be available to Henchmen in Henchman-Hangout, but not at a 1-on-1 basis.
The primary financial planning functions would be:
1) Determining the correct IRA, 401(k), 529, and TSP contributions for you;
2) Ensuring you have the right life insurance (for 90% of you, this will be term insurance);
3) Getting you access to fixed-income securities like preferred shares that are difficult to acquire on the open market;
Investment Coaching functions would include 1-on-1 sessions or small group webinars as needed. It would be focused on strategy rather than stock-picks, which would remain something available to everyone in Patreon articles.
I will not be able to see your individual responses, just the total votes.
