Consulting

If you don’t have $50,000 laying around, you’re probably thinking that there’s no way that you can do
business with Jim Hannley. Before you get discouraged and click away to some other site, consider
this: I also offer consulting services.

Portfolio Analysis

Do you already have an investment portfolio? Is the mix of asset classes appropriate for your risk
tolerance? Is it time to rebalance your portfolio? Do you have other questions?

My fee for analyzing a portfolio is $250. The analysis will include a written report with suggestions for further action.

Note: Engaging me for a portfolio analysis does not require any further obligation on your part.

Financial Plans

Need a financial plan? Thinking of making changes to your current plan?

I use the state of the art Profiles Premium ™ and NaviPlan Premium ™ financial planning software to create fee-based based plans and offer a satisfaction guarantee. I am not a Certified Financial Planner but am highly trained in this activity. Here’s a sample report
My financial planning fees are based on your net worth:

$500,000 or less………………..$500
$500,000 to $750,000……….…$750
$750,000 to $1,500,000…….….$1,000
$1,500,000 and above……….…$2,000

You can begin the financial planning process with a free online tool called the Retirement Assessment. It will take you through a four-step process that will help you determine if you’re on track to a successful retirement.

If the R-word is not in your vocabulary, think of this online tool as the one that will get you closer to your dream of sailing around the world. Or quitting that lousy job and going to culinary school. Or creating the financial cushion that will allow you and your partner to pursue the business idea that just won’t let you go.

Note: When you complete the Retirement Assessment tool, I will receive a notification e-mail and will follow up with you. However, you do not have to hire me to create your financial plan. You are free to hire another advisor. Or create the plan yourself. In addition, if I develop your financial plan, you do not have to hire me to manage your investment portfolio.

General Consultations

Do you have financial questions? Need a second opinion about your financial plan? My hourly
consulting rate is $50/hour, and I’d be happy to meet with you. Here’s my contact information:

Street and Mailing Address
Jim Hannley LLC, Member, FINRA
A Registered Investment Advisor
3615 Prince Village Place, Ste. 181
Tucson, Arizona 85719

Telephone: 520-623-3646

E-mail: jim@jimhannleyllc.com