The Runey & Associates
Financial Advisor Services
Our financial advisor services are designed to support your life. With the right financial management, you can reclaim your time, have confidence in your decision making and put protection in place for you, your family, and your wealth.
We are a fee-only fiduciary firm, which means our compensation is not based on product sales or commissions. The costs you pay are based on total investable assets, starting with $1M of investable assets.
Financial Advisor Services designed to help you reach your financial goals
Retirement Planning, Investment Management, Tax Planning,
Retirement Income, Social Security Timing, Insurance Optimization.
Planning for retirement shouldn’t be confusing or time consuming. With a professional team in your corner, you can spend less time focused on the future and more time enjoying the present.
Your wealth took decades to build. Now it’s time to find a partner you can trust to help you manage and grow your portfolio to support a life you love.
With proper tax planning, you can protect your valuable assets and keep more of your money out of Uncle Sam’s hands.
One of the biggest areas we help you address is how to get money out of your portfolio and create a portfolio paycheck.
Social Security Timing
Find out when you should take social security and how to maximize it for your circumstances.
With proper insurance, you can protect your assets, loved ones and more. We focus on optimizing your options to put you in the best possible financial position.
LET RUNEY & ASSOCIATES BECOME
A RESOURCE FOR YOUR RETIREMENT.
When you work with Runey & Associates, you have a team of experts to help you make wise decisions and address all areas that affect your financial health.
Our services help you reach your goals by providing regular meetings, keeping you informed on industry and tax law changes, explaining the ‘noise’ of the financial media, monitoring progress towards your goals, and working with your existing professionals.
Investment Management Through Comprehensive Financial Planning
|Assets Under Management||Annual Fee|
|Up to $1M||1.25%|
|$1M to $3M||1.00%|
|$3M to $5M||0.75%|
GET IN TOUCH