https://www.alansweeten.com/contact daily 0.75 2022-01-20 https://www.alansweeten.com/our-approach daily 0.75 2022-01-20 https://www.alansweeten.com/get-started-1 daily 0.75 2022-08-22 https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/1642700394130-18SFFK1I2HJHQ5A45B2S/LPL-Logo_Blue_RGB+%28002%29.png https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/1642700394121-LER180F3W79GAW42PVTA/cfp+screen+shot.png https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/1642700394126-Q0JBRU33DB75SFUAR3HR/dimensional.png https://www.alansweeten.com/services daily 0.75 2022-08-22 https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/1642717897442-E6F1ZCKLTZEWTFBE57Y8/unsplash-image-kUdbEEMcRwE.jpg My Remote Advisor - Comprehensive Financial Planning We create a custom plan based on your needs, put the plan into action, and conduct annual reviews to help you stay on track. This plan includes rebalancing and fund management. This plan is for our busy clients who see the value in working with a Financial Professional and do not want to take on the responsibility of researching and implementing their own investment programs. Full Plan with Financial Advice and Implementation Asset Allocation Tax Management / Tax Efficient Investment Strategies Roth Conversions Risk Management College Planning Estate Planning Insurance Distribution Planning https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/1642717932562-U545KHAIHLP38HAEBY9N/unsplash-image-rOk4VSMS3Ck.jpg My Remote Advisor - Second Opinion Plan Reviews We will review your existing plan and focus on your retirement goals. Review your Existing Plan Discuss goals and make sure plan is still on track Existing Asset Allocation Review Risk Management Tax Management Review Life Changes such as children, marriage, college, retirement, etc https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/1642718138078-OGP5PC40ZTIDFBD3QYGW/unsplash-image-L7EwHkq1B2s.jpg My Remote Advisor - Guided Wealth Portfolios (GWP) Online Investment Management with Professional CFP® Guidance Low $5,000 minimum Low Cost Investments - ETFs Automatic Daily Rebalancing Start Investing Today, Click Here: Guided Wealth Portfolios https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/1642717975366-B024B3E9T9X4JP0FTQBO/unsplash-image-wot0Q5sg91E.jpg My Remote Advisor - Hourly Consulting We review your existing plan or help you create a new one. We think of this as our Get To Know You Plan. This is for our DIY clients that want to implement their own investment plan based on our recommendations. For those that want to manage their own Portfolio Asset Allocation Review Tax Management Strategies Estate Planning Questions Insurance Review life changes Advice based on your needs and goals, not just your total assets https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/1642700397496-S1UOLAHU2NFWAGIY3QVX/1.jpeg My Remote Advisor - “We aim to break down the complicated world of finance to help you feel confident in your decisions.” — Alan Sweeten, M.S.,CFP® https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1589847767761-J2M1HI20BXRQ9XCR0HUD/Large+JPG-Aro+Ha_0387.jpg My Remote Advisor https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607694583486-2PQT0LQ193RL7MCB6DX4/20140228_Trade+151_0046.jpg My Remote Advisor https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1618497259178-6XJGK9GR6YAVBQL5L519/20140301_Trade-151_012-2.jpg My Remote Advisor https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/1658517096975-KNU6GCZBVS4ZYG64XB5R/unsplash-image-YxG3R6dypRw.jpg My Remote Advisor https://www.alansweeten.com/home daily 1.0 2022-07-21 https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/1642700400138-GYXC1FA47450QFVOZUEO/unsplash-image-d762S6cSrro.jpg Home Independent Advice As Independent Financial Planners, we are not employees tied to proprietary products of one specific firm. We have freedom over the advice we offer. We are free to give advice and guidance that suits your needs. https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/1642700400145-DBIEFEI4JFDFOV9X13UD/ALan_bio.jpg Home https://www.alansweeten.com/about daily 0.75 2022-01-20 https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/1642700402706-BZIDO6H4MACUEWDQQW9Y/RightCapitalDevices.png Our Approach - Advanced Technology Financial Planning Software allows us to run multiple complex What-If Scenarios to determine your preferred outcomes. In seconds we can tell you how a recommendation impacts retirement, income taxes, and future net worth. It’s not all always about the return. We know clients have different goals. Some focus on returns, some focus on early retirement, or spending more time with family. https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/f17cba72-4dd2-494f-8e9e-ef050b722034/podcast.png Our Approach - A modern approach It’s essential for us that our clients get personalized advice. Rather than do things the typical way, we’ve created a system designed around our clients’ needs and busy lifestyle. Our handcrafted plans are designed around you. https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/1642700402713-QRRSP94P2Y3EAO7QURTF/unsplash-image-GZpKVHIEjy4.jpg Our Approach - Socially Responsible & Sustainable Investing Options Invest in your passions. Sustainable & Socially Responsible investing is an umbrella term used to describe investment approaches that seek competitive financial returns while considering environmental, social, and sustainable beliefs. Let’s chat about how you can align your investments with your core values. https://images.squarespace-cdn.com/content/v1/61e99e699c991e62418b72f8/d41f5dfa-e0bb-4e1f-9101-652d7fb8b5ee/travel+laptop.png Our Approach - Modern Portfolio Theory & Evidence Based Investing Investment Recommendations are based on Modern Portfolio Theory. We believe strongly that investment decisions should be based on sound research. Using low cost investments, asset class management, and maintaining a well-diversified portfolio is essential in helping clients pursue their objectives. Let’s create a plan together. https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607694583486-2PQT0LQ193RL7MCB6DX4/20140228_Trade+151_0046.jpg Our Approach https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1589847743861-GWVMBPD7Z7WQRQL9IZZ8/Large+JPG-Aro+Ha_0380.jpg Our Approach https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607638406043-4OUUOA875IR9MQALQBIU/Aro+Ha_0638-lrager.jpg Our Approach https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1618497259178-6XJGK9GR6YAVBQL5L519/20140301_Trade-151_012-2.jpg Our Approach https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607694644871-IC85FNH781UNZSZEGHDR/Aro+Ha_0428.jpg Our Approach https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607638148090-Y6OFDI575CM3NQV732RJ/Large+JPG-Aro+Ha_0387.jpg Our Approach