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Financial Planner Services For Investors – PillarWM

Wealth building is a continuous process that requires plenty of dedication. Wealthy investors can make this task easier and more efficient with the help of financial planner services. If you possess between $5 million and $500 million in liquid investment assets, you can benefit from using our financial planning services at Pillar Wealth Management. Our wealth managers can create high-quality personalized financial plans to help you meet your needs. You can read about some of our specialized investment strategies in our guide for investors with $5 million or more.

7 Secrets minified

7 Secrets To High Net Worth Investment Management, Estate, Tax and Financial Planning

The insights you’ll discover from our published book will help you integrate a variety of wealth management tools with financial planning, providing guidance for your future security alongside complex financial strategies, so your human and financial capital will both flourish.

Clients frequently share with us how the knowledge gained from this book helped provide them tremendous clarity, shattering industry-pitched ideologies, while offering insight and direction in making such important financial decisions.

Table of Contents
What Does a Financial Planner Do?
What Services Do Financial Advisors Provide?
How Can Financial Planner Services Help You?
How Do Financial Planners Charge for Their Services?
Is a Financial Planner Worth It?
What Makes a Good Financial Advisor?
Why Choose a Wealth Manager Over a Financial Planner
Why Choose Pillar Wealth Management?

What Does a Financial Planner Do?

You may have heard about other investors using services from a financial planner, but you might not understand who these professionals are and what they do. So what does a financial planner do? Please talk to our wealth managers to learn more about financial planning services.

The title “financial planner” refers to investment professionals who provide advice on financial matters and can offer to create financial plans. This financial plan can include a variety of different things ranging from budgeting to investing.

Financial planning involves more than simply creating a timetable or schedule for achieving a goal. It involves understanding the client’s needs, discussing the various options available and then creating a feasible roadmap for them to follow.

What Services Do Financial Advisors Provide?

You may be wondering, “what services do financial planners provide?”. Most financial planners provide financial planning and advisory services. However, they may also provide a few other financial services such as tax planning and retirement planning. These services can be integrated with the financial planning services they provide. This allows them to create more comprehensive plans that take multiple aspects of your wealth and assets into account. You can learn about the special importance of wealth protection for investors in our book The Art of Protecting Ultra-High Net Worth Portfolios and Estates – Strategies For Families Worth $25 Million To $500 Million.

Financial Planner Services

How Can Financial Planner Services Help You?

If you have never sought out financial planning services, you may be on the fence about hiring a financial planner. However, the truth is that a financial planner can help you in far more ways than you’d think. This includes:

Wealth Building

Most investors develop an interest in investments because they would like to grow their wealth. If you have spent much time on this task, you may already be aware that there are many different approaches to wealth building. The route you have chosen may have worked for you in the past, but you may be interested in tackling bigger wealth-building challenges.

A qualified financial planner can offer advice in this area and create a manageable plan for you to follow. You can learn about some great ways to improve your portfolio performance by reading our special guide.

Preparing for Retirement Challenges

Financial planners excel at helping you plan for the future. This comes in handy for retirement planning. Every wealthy investor wishes to retire at some point, but will need to manage certain retirement challenges along the way.

Some common retirement challenges include:

• Stretching out your savings for as long as possible.

• Financing your children’s education.

• Paying high medical bills.

A financial planner can help you with each of the retirement challenges. They may encourage you to invest in assets that offer passive income during your retirement and can help you choose health insurance plans that keep you covered in the event of emergency surgery or medical procedure.

Investing in New Areas

As an investor, you may already be aware that diversifying your portfolio is one of the best ways to minimize risks. However, this may involve branching out into foreign markets. Making new investments without understanding the dangers of foreign markets can lead to disaster.

A financial planner can help you choose these new investments so that you can meet your portfolio goals without taking on additional risks. You can learn about some of these strategies in our portfolio growth guide.

Passing On Your Wealth

Growing your wealth may be your primary concern in the present, but investors should also focus on passing on or transferring their wealth in the future. If you intend to leave your children and beneficiaries with your wealth following your passing, you will need to plan for this beforehand.

This involves creating a comprehensive will that outlines which individuals receive your wealth. Your will can also mention any charities that you wish to donate part of your wealth to. Failing to create a proper will can force the court system to distribute your wealth for you and result in your wealth being distributed in a manner you did not intend.

A financial planner can help you decide how to distribute your wealth and assist you with the estate planning process. Please speak with our wealth managers to learn how they help you with estate planning.

How Do Financial Planners Charge for Their Services?

If you intend to hire a financial planner at some point in the near future, you may be wondering, “how do financial planners charge for their services?”.

These professionals charge clients for their services in different ways. Some may charge you a flat fee for creating your financial plan. Others may charge you a fee based on a percentage of your asset value.

Before using any financial planner’s services, it is essential to ask them about their fee structure and any additional charges you should be aware of.

Is a Financial Planner Worth It?

After learning about a financial planner’s fees, you may be wondering if it is worth hiring them. After all, why pay for financial planning services when you could read some financial planning guides yourself and create your own plan? This approach may prove successful for some investors, but we would highly recommend getting financial planning assistance from a qualified professional.

This is because a financial planner can help you identify various risks you may not be aware of. They can also offer more personalized advice and plans which you cannot derive from online financial planning guides.

A financial planner’s fees may seem high for some individuals, but the services they offer are far more valuable. This is especially true for wealthy investors who wish to safeguard the millions they have in assets. Learn about some special investment strategies using our guide for investors with $10 million or more.

What Makes a Good Financial Advisor?

You can find a number of financial planners who offer services in your area by searching online. However, sorting through these professionals and finding the right one for you can be tricky. If you have never used a financial planner before, you should assess them in the following areas:


Experience is a key asset for any financial professional, and this includes financial planners. A financial planner creates plans but also follows up with clients to see how well the plan is working out for them. This means they may follow their clients for many years and learn which strategies work and which ones do not work. Such experience is invaluable and adds to a financial planner’s knowledge.

An experienced financial planner will be familiar with the various challenges you will face in the future and can help you account for them beforehand properly.


If you manage to speak with a financial planner in person, you should test them on their knowledge. Plenty of financial planners tout themselves as “experts”, but you won’t know they are true to their word until you speak with them yourself. You can talk with our wealth managers by setting up a free appointment here.

It would help if you started your conversation by telling them about your plans and goals for the future and some of the concerns you have. They should then respond by telling you about the services they offer and how they can assist you with meeting your goals. You can learn some special questions to ask by reading our guide to choosing a financial advisor.

Personalized Plans

A good financial planner will understand that a one-size-fits-all approach won’t work for their clients. This is because each investor has unique goals and concerns they would like addressed with their financial plan. In addition to this, their clients may also differ in terms of financial knowledge.

The best financial planners strive to create personalized plans that address your various needs. These plans should also be easy enough for you to follow along and maintain in the long run.

Why Choose a Wealth Manager Over a Financial Planner

You may come across many wealth managers while searching for a financial planner. These are special financial professionals that can offer the same services and benefits as a financial planner. However, they may be a better fit for wealthy investors in numerous ways. This include:

Familiarity With High Net Worth and Ultra-High Net Worth Clients

Wealth managers differ from ordinary financial planners in the type of clients they take on. Many financial planners will take on clients of any net worth, while a wealth manager takes on only clients with a high or ultra-high net worth. This selectiveness can be beneficial, as it means the wealth manager is more likely to understand the needs of wealthy clients such as yourself. At Pillar Wealth Management, our wealth managers take on clients that have between $5 million and $500 million in liquid investment assets.

Extra Services

As mentioned earlier, financial planning is a comprehensive task that incorporates many different services. A wealth manager actually offers many more services than a financial planner offers.

Some of the services wealth managers provide include:

• Portfolio analysis

• Asset management

• Insurance Planning

• Estate Planning

• Retirement Planning

Tax Planning

The right wealth manager can utilize their knowledge from each of these areas when creating your financial plan. This can help you with managing your wealth and keeping it safe into the future.

Why Choose Pillar Wealth Management?

If you are interested in using a wealth manager’s assistance for financial planning, you can’t go wrong by choosing Pillar Wealth Management. Our wealth managers boast a whopping six decades of industry experience. They are knowledgeable in a variety of financial areas and strive to improve the quality of their services with each passing year.

Clients across the country come to us for their financial planning needs because of our personalized approach to financial planning. Each of our wealth managers is easy to reach and can help you each step of the way with creating and executing your financial plan. Wealthy investors can get started with better financial planning by setting up a free meeting and speaking with our wealth managers.


To be 100% transparent, we published this page to help filter through the mass influx of prospects, who come to us through our website and referrals, to gain only a handful of the right types of new clients who wish to engage us.

We enjoy working with high net worth and ultra-high net worth investors and families who want what we call financial serenity – the feeling that comes when you know your finances and the lifestyle you desire have been secured for life, and that you don’t have to do any of the work to manage and maintain it because you hired a trusted advisor to take care of everything.

You see, our goal is to only accept 17 new clients this year. Clients who have from $5 million to $500 million in liquid investable assets to entrust us with on a 100% fee basis. No commissions and no products for sale.

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