Flat-Fee Advisor Downingtown
FlatFeeAdvisorDowningtown.com
Hi!
If you are visiting this page, you must be curious about the name of the page, or someone you know may have recommended that you check it out.
Either way...
WELCOME!!!
You'll see, as you check out the items below, that my approach to guiding local folks to and through Retirement is UNIQUE and DIFFERENT (and for good reason!)
Because you took some of your time to check us out, I wanted to share a few things with you.
Down below, you can learn more about:
> WHAT a Flat-Fee Advisor is,
> HOW the model is different than 99% of the retirement/investment advisor industry,
> HOW Comprehensive, Tax-Efficient Retirement Planning and Investment Management directly benefits our clients, and
> a little bit about WHY we chose to be different in this way.
You will also find a link to our ONLINE COMMUNITY and to LOCAL WORKSHOPS where we teach valuable Tax, Retirement, Social Security, Investment topics, and more...just in case you wanted to pick up a few good tidbits! :)
No Risk. Just Reward. So take a look.
As a Flat-Fee Advisor, I'm different. We're different.
Our model & our expertise DIRECTLY BENEFIT the families we work with.
And we're proud of that.
So check out some of the stuff below.
And here's to YOUR Retirement!
-Bryan McCloskey, MS, CASL®
Local Advisor & Retirement Specialist
What is a "Flat-Fee Advisor" anyway?
"SEE" more
WHAT is the DIRECT BENEFIT to our clients because of our FLAT-FEE Model?
How does it work and WHY did we implement it?
You can SEE FOR YOURSELF on this page:
Tax-Efficient Retirement Planning & Investment Management in one Sensible, Flat-Fee Arrangement.
"LEARN" more
You can visit/join our local online community.
No cost.
Lots of Retirement Content.
Daily & Weekly posts.
Easy to engage.
It's a great place to learn.
It's called Retirement in "Plain English".
Also you can check out our 2023
INCOME & ESTATE TAX Survival Workshop
An In-Person learning event being held this SPRING at the Chester County Night School.
"DO" more
Now that you've learned a bit about what we do and how we do it, you can TAKE ACTION to see how our expertise and approach can help you.
In this short interview, hear from Bryan about the impact his work has had on clients, and why he chose to develop expertise & specialization in
Retirement Income and Retirement Accounts.
"The Retirement Experiment is Failing"
Bryan was also interviewed on the Perennial Pride PODCAST. It was a great conversation. Check it out. You you can learn some tid-bits on how to approach YOUR retirement more effectively & comprehensively.
Copyright © 2022 Revisionist Wealth and Revisionist Wealth Advisors, LLC. All Rights Reserved.
The fine print: This page and the Retirement in "Plain English" group are moderated by Bryan McCloskey, MS, CASL®. Bryan is the founder and owner of Revisionist Wealth and Revisionist Wealth Advisors, LLC, a Flat-Fee Retirement Planning & Investment Management firm located in Downingtown, PA. Investment advisory and financial planning services offered through Revisionist Wealth Advisors, LLC, an SEC Registered Investment Advisor. Subadvisory services are offered through Betterment Securities, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through Revisionist Wealth. Revisionist Wealth is a separate and unaffiliated entity from Revisionist Wealth Advisors and Betterment Securities.