HOW TILLY WORKS
Financial advice should be affordable, accessible and simple to manage.
Tilly delivers all of these services, including investment advice, for a low predictable fee:
01
Access to Your Personal Financial Advisor
Meeting with your financial advisor should be easy-peasy. Tilly advisors are ready to meet when you are — whether it’s 7 o’clock in the morning or 8pm in the evening. We’re here to answer any financial questions and take care of your investments.
02
Written Financial Plan
Do you have financial goals? If so, Tilly is good helping you achieve them. Whether you want to retire early, purchase a home, travel, or start your own business, Tilly is ready. We build a plan that is understandable, attainable, and enjoyable to put together.
03
Lower Investment Fees
Do you clearly understand what you’re currently paying mutual fund companies, advisors, banks, for your investments? Tilly can help represent you. Tilly is independent, fully fee-only. We are anxious to look out for your best interests when it comes to mutual funds expenses, buy/sell commissions, and mark-ups.
04
Custody and Trading
Custody is helping to make sure your money is in safekeeping. Tilly custody’s your assets with Charles Schwab. Execution is buying and selling investments. Tilly takes care of that process for you.
05
Keeping You On-Course
Tilly provides useful, elegant quarterly investment reports and tools. You can easily track your progress, whether it’s investment performance or budgets. Or, don’t hesitate to meet with us.
