Lindahl Financial Services has a service model for you
Products Available
Variable Annuities
Mutual Funds
Stocks
Bonds
Insurance
Long Term Care Insurance
Life Insurance
Health Insurance
| | Transactional | Flat Fee Plan | Percent of Assets |
| Services | | | |
| Retirement Income Plan | No | Yes | Yes |
| Investment Analysis | Yes | Yes | Yes |
| Asset Allocation | Yes | Yes | Yes |
| Morningstar Reports | Yes | Yes | Yes |
| Investments at Lindahl FS | Yes | Yes or No | Yes |
| Investment Options | | | |
| Mutual Funds (Loads) | Yes | No | Yes |
| Mutual Fund (No Load) | No | Yes | Yes |
| Annuities | Yes | Yes | Yes |
| Pay Structure | | | |
| Commssions | Yes | No | No |
| Flat Fee | No | Yes | No |
| Fee Based on Assets | No | No | Yes |
| Approximate Cost | 5% of investment (1 time) | $500 - $2,500 (annually) | 1% of assets (annually) |
| Annual Meeting | | | |
| Initial Free Consultation | Yes | Yes | Yes |
| Initial 1st Year Meetings | 1 - 2 | 2 - 3 | 2 -3 |
| Ongoing Annual Meetings | 2 Annually | 2 Annually | Quarterly |
Phone Consultations | As Needed | As Needed | As Needed |