At Ironclad Financial, we pride ourselves on offering tailored financial solutions to help you achieve your unique financial goals. Our services are designed to cater to your specific needs, whether you require a personalized, data-driven strategy or a streamlined, efficient approach using exchange-traded funds.
We charge an annual fee of 0.70% for our financial planning and portfolio management services. This fee is billed monthly, at the end of each month.
- Current financial situation analysis
- Retirement planning
- Tax planning
- Estate planning
- Risk management and insurance planning (we do not sell insurance, nor any commission products for that matter)
- Education planning
- Small Business Retirement Plans
- Customized investment strategies
- Growth Strategies: Aiming to maximize capital appreciation and long-term wealth accumulation
- Income Strategies: Focusing on generating consistent income through dividends, interest, and other sources
- Decentralized Finance (we use non-custodial platforms and technology, clients remain in control of their own digital assets)
- Option Strategies (investment strategies like covered calls, protective puts, collar strategies to generate income or reduce risk; no trading strategies)
- Utilizing financial data and APIs for filtering and personalization
- Interactive Brokers for advanced trading and custodian services
- Streamlined approach with Altruist for efficient stock strategies and exchange-traded fund portfolios
To get started, schedule a consultation with us to discuss your financial situation and objectives. Together, we will create a customized plan that aligns with your goals and preferences.