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Home - Aeolus Financial -- Fee Only Financial Planning

Aeolus Finanical is an individually owned Independent Fee Only Financial Planning practice located in Boston serving clients nationwide.

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Aeolus Finanical is an individually owned Independent Fee Only Financial Planning practice located in Boston serving clients nationwide.
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Home - Aeolus Financial -- Fee Only Financial Planning | aeolusfinancial.com Reviews

https://aeolusfinancial.com

Aeolus Finanical is an individually owned Independent Fee Only Financial Planning practice located in Boston serving clients nationwide.

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aeolusfinancial.com aeolusfinancial.com
1

Compliance - Aeolus Financial -- Fee Only Financial Planning

http://www.aeolusfinancial.com/6.html

Robert Holzbach is the sole proprietor and investment advisor representative of his practice Aeolus Financial. I am a registered investment advisor representative with the State of Massachusetts. When the number of clients in a state exceeds five clients, I will also register for service of process in that state. The material in this web-site is based on information generally available in the public domain and is believed to be reliable and authoritative. The information is of a general nature and sh...

2

Financial Planning - Aeolus Financial -- Fee Only Financial Planning

http://www.aeolusfinancial.com/4.html

I have enough money to last me the rest of my life, unless I buy something.". THE FINANCIAL PLANNING PROCESS. I collect all of the essential financial documents of the client and begin the process of asking questions about their current finances. A current cash flow is created for the client to help understand the flow of income and expenditures in the household. A balance sheet is created to present all of the client's assets and liabilities. Goal Setting and Financial Review. This stage posits any numb...

3

Home - Aeolus Financial -- Fee Only Financial Planning

http://www.aeolusfinancial.com/index.html

Welcome to the home page of Aeolus Financial, a Fee Only Financial Planning practice wholly owned and operated by Robert Holzbach, registered investment advisor representative. Located in Boston and serving clients across the United States, I provide comprehensive fee only financial planning services to individuals, families, and small businesses. I work with you in prioritizing your objectives and presenting scenarios mapping how you may achieve them. Detailed written plans incorporate cash flow and...

4

Philosophy - Aeolus Financial -- Fee Only Financial Planning

http://www.aeolusfinancial.com/3.html

Marshal Lyautey once asked his gardener to plant a row of trees of a certain rare variety in his garden the next morning. The gardener said he would be glad to do so, but cautioned the Marshal that trees of this type take a century to grow to full size. In that case," replied Lyautey, "plant them this afternoon.". PLANNING FOR THE FUTURE. I work on an flat fee basis and do not accept any form of compensation from any party other than my clients.

5

Contact - Aeolus Financial -- Fee Only Financial Planning

http://www.aeolusfinancial.com/2.html

E-mail: Robert "the at sign" aeolusfinancial.com. Address: 20 Wilshire St #2. Winthrop, MA 02152. My practice is unique in that I am extremely flexible around my clients' schedules. I am reliably available via e-mail and I encourage phone meetings, conference calls or whatever is convenient for you. Evening and weekend meetings are possible and encouraged.

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Welcome to the home page of Aeolus Financial, a Fee Only Financial Planning practice wholly owned and operated by Robert Holzbach, registered investment advisor representative. Located in Boston and serving clients across the United States, I provide comprehensive fee only financial planning services to individuals, families, and small businesses. I work with you in prioritizing your objectives and presenting scenarios mapping how you may achieve them. Detailed written plans incorporate cash flow and...

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