Fire Wealth Management LLC

What We Do.

We offer tailored financial services along with investment management solutions to help you achieve your unique financial goals.

Let's Talk

Welcome to our Flat Fee Financial Planning service!
Here's what you can expect:

1. Comprehensive Financial Planning:
Our team will work closely with you to develop a personalized financial plan tailored to your unique goals, needs, and circumstances. Whether you're planning for retirement, saving for education, managing debt, or building wealth, we cover all aspects of your financial life.

2. Transparent Pricing:
Say goodbye to hidden fees and surprise charges. With our flat fee structure, you'll know exactly what you're paying for upfront, giving you peace of mind and financial clarity.

3. Unlimited Support:
Our commitment to you doesn't end with the creation of your financial plan. We're here to provide ongoing support and guidance as you navigate your financial journey. Whether you have questions, need adjustments to your plan, or want to discuss new financial goals, we're just a phone call or email away.

4. Personalized Service:
Your financial goals are unique, and so is our approach to serving you. We take the time to understand your individual needs and preferences, ensuring that your financial plan aligns perfectly with your aspirations.

5. Flexibility:
Life is unpredictable, and your financial plan should be flexible enough to adapt to changes along the way. With our flat fee financial planning service, you have the flexibility to make adjustments to your plan as needed, without worrying about additional fees.

Whether you're just starting your financial journey or looking to take your finances to the next level, our Flat Fee Financial Planning service is here to help you achieve your goals with confidence and peace of mind. Click below to view our planning agendas.

View Planning Agendas

Additional Services for Financial Planning Clients

Retirement Cash Flow Planning:
At FIRE Wealth Management LLC, our Retirement Cash Flow Planning services are tailored to guide clients seamlessly into retirement, ensuring a smooth transition and adapting to the lifestyle changes that come with it. This service is ideal for clients one to two years from retirement and the initial couple of years in retirement.

Our offering includes:
1. Impromptu Meetings: Accommodating spontaneous discussions to address any concerns or changes in your financial landscape.
2. Client-Specific Plan: Crafting a personalized plan to maintain a cash buffer and establish an income stream from your investments, supporting your unique lifestyle.
3. Strategic Recommendations: Recommending and directing account allocations, withdrawals, and Roth conversions to optimize taxes and align with your estate planning goals.

Our goal is to provide flexible, client-centric solutions, ensuring your retirement is not just a milestone but a fulfilling and financially optimized chapter in your life.
401(k) Liaison Services:
This service is for small practices with 30 or fewer employees who are interested in establishing a 401(k) plan and would like personalized guidance. Services includes:

1. Recommendations for Third Party Administrators (TPA) and custodians.
2. Guidance through plan designs, explaining features and costs for an informed decision.
3. Recommendations on plan investment options to meet fiduciary requirements.
4. Assistance with annual compliance tasks and acting as a liaison between you and the TPA.
Professional In-house Investment Management:
This is an optional service for those financial planning clients that wish to delegate managing their investment to us. We'll provide ongoing investment management that aligns with your financial plan and saving goals.
Tax Preparation Solutions Through Our Sister Firm, Focused Tax Partners, LLC:
Focused Tax Partners provides strategic, long-term tax planning and preparation services that aligns with your financial and retirement goals. They integrate taxes as a key part of your broader wealth strategy—ensuring your tax decisions support your overall financial independence.

We work closely with our sister firm to ensure seamless implementation of your personalized, long-term tax plan.

Investment Management Services

Welcome to Investment Management Services (IMS), offering ongoing discretionary investment guidance for clients that do not wish to go through the financial planning process. In our initial interview, we discuss your current financial situation, objectives, income, tax needs, risk levels, and investment horizon.

Investment Management Services requires a minimum AUM household account size of $200,000.

View Our Fee Schedule

Fee Schedule

What We Do.

Welcome to our Flat Fee Financial Planning service! Here's what you can expect:

Additional Services for Financial Planning Clients

Investment Management Services

View Our Fee Schedule

Welcome to our Flat Fee Financial Planning service!
Here's what you can expect: