Investment Management

What's Included

Comprehensive Planning Package*

Independent & Fee Only Investment Selections

Custom Portfolios Built Around:​​
Outside Investments
Your Goals
Your Risk Tolerance

Quarterly Portfolio Review & Rebalancing

Tax Loss Harvesting
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*In order to manage your investment portfolio most effectively, we start with a holistic picture of your financial situation and goals. This is done and maintained through the Comprehensive Planning Package.​ 

Pricing

0.65% of Assets Under Management 

eg. $650 annual fee per $100,000 under FFP's Management
Disclosures
SDG FINANCIAL PLANNING, LLC ("SDGFP") D.B.A. Flourish Financial Planning is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SDGFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of SDGFP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.