We Make It Easy
No Cost or Obligation
You will know exactly how we can help before you pay anything
No Hidden Fees
As a flat-fee financial advisor, our costs are clear and easy to understand
No Hard Sell
We make it easy to say no if both of us are not excited to move forward
Our Process
When looking for a financial advisor, we know you have many choices. Our three step process will help you evaluate our services and expertise so you can make an informed decision about working together.
Introductory Phone Call
The first step for us to get to know you better is to schedule a quick 15-minute call with Aaron Parrish or Drew Cook. During the introductory call, our goal is to answer two questions:
Why are you looking for a financial advisor?
What are you looking for in an advisor?
This initial meeting helps give us clarity on where you stand and where you are trying to go. If we are not a good fit to help you achieve your financial goals, we will introduce you to another firm who may be better suited to your needs.
Discovery meeting
In the Discovery Meeting, we will meet to dive deeper into your specific goals and financial situation. During this meeting, we explore tools and strategies that we use to help answer three important questions:
Are you on track to reach your long-term goals?
How can your taxes be reduced?
Can your investments be improved?
You will learn about our ongoing relationship with clients and how we can help you stay on track towards achieving your goals. We will give you everything you need to decide if working with us is a good fit for you.
Getting Started with Level Wealth Management
If we both feel that a partnership is a great fit, we will help you begin our onboarding process.
We will have another in-depth meeting to discuss:
What information we need to create your personalized financial plan
Review the necessary steps to become a client
Set expectations for the onboarding process and timeline for our specific recommendations
Answer your remaining questions
When you become a client of Level Wealth Management, we can help you with all aspects of your financial journey. If you have any questions before or after becoming a client, we are here and happy to help.
Ready to Get Started?
How Do I Know If I'm a Good Fit?
WE WANT TO FORM LONG-TERM, MUTUALLY BENEFICIAL CLIENT RELATIONSHIPS. TAKE AS MUCH TIME AS YOU NEED TO DECIDE IF LEVEL WEALTH MANAGEMENT IS A GOOD FIT FOR YOU.
We do great work with:
Do it yourself investors who want to make sure they aren’t missing anything in their finances or investment strategy and could use an objective perspective.
Diligent savers who excelled at accumulating assets but now need guidance determining how to withdraw money from their various assets while minimizing their tax bill.
People who value expert guidance and understand that they don’t know what they don’t know. There are numerous fields where we have limited knowledge and will happily hire a professional to do what they do best.
Please Note: You do not need to live in North Carolina to work with us. We offer advisory services in-person in Greensboro and Charlotte and virtually nationwide.
Still have questions?
WHAT MAKES LEVEL WEALTH MANAGEMENT DIFFERENT FROM OTHER ADVISORY FIRMS?
There are three key things that make us different from other financial advisors:
We limit the number of households we work with. This is how we deliver a high touch and excellent client experience with advice tailored to fit you.
All we do is retirement planning. We focus on how to manage investment risk and distribute your retirement assets in the most tax-efficient manner possible.
Our fees are clear and transparent. We charge a flat fee and our cost does not change based on your investment assets.
WHY SHOULD I CONSIDER PARTNERING WITH LEVEL WEALTH MANAGEMENT?
Sometimes, it’s more apparent to look at why not to hire us.
If you’re looking for a financial advisor who will predict the next recession or “beat the market,” you’re in the wrong place. We have enough experience to know that we can’t predict or control those outcomes and would rather focus on what we can control.
But if you’re interested in understanding the bigger picture of your finances, reducing your taxes, and optimizing your investments, you’re in the right place.
How does Level Wealth Management Make Money?
We are a flat-fee financial advisor. We charge $2,400 per quarter ($9,600 per year) to help streamline your financial life. That is the only compensation we receive.
Level Wealth Management does not receive commissions or charge fees based off a percentage of your investments. This allows us to remain objective in all recommendations and to utilize the best investment options even when we are not managing them in-house.
You can be confident we will not recommend any products or services we do not believe are in your best interest. Our fees are transparent and easy to understand.
WHAT KIND OF FINANCIAL QUESTIONS CAN YOU HELP WITH?
If you have any questions about any area of your financial life, we are here to help. Our expertise goes beyond building your financial plan and investment management.
We can help with:
Roth conversions and withdrawal strategies
Social Security benefit timing
Reducing taxes
Health Insurance, Medicare and Long-Term Care coverage
Estate planning
Cash flow management
When you have questions, give us a call. We will help you make clear, confident decisions in all areas of your financial life.
Not Ready to Schedule an appointment? That’s okay too
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