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Pegasus does not accept commissions for selling financial products nor does it accept referral fees from other professionals and organizations. Our compensation structure is simple and transparent to the customer. There are many potential conflicts of interest built into the traditional financial product delivery systems. Many consumers believe they are receiving financial advice free; but, in fact, there may be layers of buried costs of which most people are unaware. The financial services industry, in general, is designed and motivated to sell products, and the choices available from traditional sources can be limited, expensive, and – in far too many cases – inappropriate. With Pegasus, clients always come first.
Services are rendered on an hourly, as-needed basis. There are no required minimum retainers or income levels. This new and innovative business model, pioneered by the nationally acclaimed Garrett Planning Network, places your planning needs on the same basis as seeking services from other professionals – your doctor, dentist or attorney. The scope and expense of each assignment is controlled by you, the client – from specific and limited questions to preparation of a comprehensive financial plan. Less than 1% of all planners operate under this cost-effective, client-centered, flexible structure. For the first time, independent, objective financial advice is accessible to people from all walks of life.
Each financial plan, investment portfolio recommendation or solution to a specific financial need prepared by Pegasus is unique and based upon the client’s individual goals, objectives, resources, time horizon and risk tolerance. There are no “cookie cutter” recommendations masquerading as tailored solutions.
Tax familiarity integrates well with investment strategy. In some cases, Pegasus will be asked to prepare client tax returns. In other instances, just understanding a client’s financial situation and tax status leads to better, more efficient, investment decisions.
Your financial objectives may include:
- Ensure adequate retirement income
- Reduce the burden of taxes
- Minimize the effects of inflation
- Create and preserve personal wealth
- Maximize wealth transfer
- Establish charitable legacies
- Reduce the risk of financially devastating events
- Foster peace of mind through proper planning today
To help you reach these important goals, our services include:
- Personal Financial Planning
- Retirement Planning Strategies
- Cash Flow Spending Plan
- College Funding Advice
- Stock Option Advice
- Lump Sum Distribution Advice
- Life and Disability Insurance Needs Analysis
- Second Opinion on Investments or Current Financial Plan
- Tax planning
- Tax return preparation
- Financial Seminars for Military, Church and Civic Groups
- Corporate Employee Financial Education — Seminars on 401(k)s, Employee Benefits, etc.
Please read Seven Steps to Building a Brighter Financial Future -- then click the Contact Us button on this site to schedule your complimentary, no-obligation Get Acquainted Meeting.
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