Varney Wealth Management

What do we offer?

We provide personalized, simple to understand financial plans, primarily designed to assist clients with reaching a comfortable retirement.  With a focus on keeping our clients’ costs low, we don’t charge for ongoing asset management, which can be a major drain on lifelong wealth.  Rather, we educate and empower our clients to manage their own assets while offering supportive services only when clients request it. 

Why should you consider us?

• Our sole focus is on creating retirement plans for a fixed fee (as opposed to other advisors who offer financial plans only as a means to control your assets and charge you a percentage every quarter)

• Determine if you are on track to retire comfortably and, if not, how to get back on track

• It’s never too late, or too early, to create a plan

• 100% of our clients would recommend us to their family/friends

• 10% of our profit goes to local charities

How does it work?

1. We give you access to our financial planning software, where you provide details about your goals, financial situation and risk tolerance 

2. We meet with you, as many times as necessary, to review the information you’ve shared and clarify questions we may have about your current situation and goals

3. We create a draft plan (most plans are created within one week)

4. We meet with you, as many times as necessary, to review the draft plan and answer any outstanding questions you may have about the plan

5. Within one week we make final adjustments to the plan and share with you

6. For the following year, you have access to our financial planning software and personalized, ad-hoc advice at no additional cost