From our table to yours, below you’ll find how to Order Up! our simple, low cost personal financial services. We help you make the best choices in your retirement and college savings nest eggs. Whether it’s a 401k, 403b, 457b, IRA, Roth, SEP, Keogh, 529, or Coverdell Education Savings Account, you’ll get back good ole’ fashion advice about how to maximize your investment returns within those plans.
First, grab a cup of coffee, a glass of sweetened ice tea or your favorite toddy. It’s always best to have something to sip on when you’re mulling over your finances. You may want to also start thinking about where you’ve stashed away your latest statement of the account(s) you want us to review as well as the different investment choices available to you.
Please feel free to call us at (413) 427-2793 should you have any questions or need a little helping hand.
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Pick From Our Menu:
Here’s where we describe what Kitchen Table Advice can do for you in a little more detail. Below, you’ll find our four basic levels of service and how much we charge. Each one builds on the other.
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Blue Plate Special .......................................................................................................$29.99
This is our basic level of service that every investor with a 401k, 403b, 457b, IRA, Roth, SEP, Keogh, 529, or Coverdell Education Savings Account needs to review each year. We look at the choices you’re currently invested in & then give you back the choices we think are best suited to maximize your investment returns over the long haul.
What's Included
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Meat & Potatoes ..........................................................................................................$69.99
Our second level of service will certainly satisfy your financial hunger pains! This level builds on the basics above but gives you a little more to sink your teeth into by providing how much of you should save out of each paycheck and where that savings should go.
What's Included
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Comfort Food ...............................................................................................................$129.99
Our third level lets you pig-out and talk to us as well. It includes everything above plus a phone consultation to discuss anything you want to about your personal finances – we spend as much time as you’d like.
What's Included
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Thanksgiving Dinner
Ok, we’re stepping away from the kitchen table and moving into the dining room for our fourth level of service. For $199.99 for six months, or $349.99 for a full year, our most complete service builds on the first three levels and rewards you with a lot of leftovers.
What's Included
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Complete the "Let's Set the Table" Form to Order the service you picked from our menu.
Almost done! Please print out our “Let’s Set the Table” form. This form is pretty straight forward and should take you all of 5 minutes to slog through, preferably at your kitchen table!
Being a registered investment advisor, we have to ask a little about your personal finances, so you can be assured we’re dishing out the right advice. If you’re submitting more than one account for us to look over, you only need to use one form and give us the required information once. And, if you don’t know an answer, curious why we’re asking something, or want to give more details on anything, please free to add a note, and we’ll get back to you in short order. Or, give us a holler at (413) 427-2793.
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Send us the order form & a copy of your account statement(s). |
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Last, attach the completed “Let’s Set the Table” form to a copy of your 401k, 403b, 457b, IRA, Roth, SEP, Keogh, Coverdell, or 529 plan account statement(s) and mail, fax or email to us.
In addition, and this is important, we need the different investment choices available to you in your account so we can recommend the best ones for you to be in. For example, the mutual funds available in your 401k and/or if you can invest in your company’s stock. It’s a hassle, we admit, but well worth it in the end. You can get this from many different sources, but calling your HR department for the information is easiest. A visit to your company’s retirement plan website will also show a list of all your choices. If you have any problems, just email us at SetTheTable@KitchenTableAdvice.com, or give us a holler at (413) 427-2793.
Simply write us a check for our fees which are fairly easy to figure up on the form. If there’s a problem when we receive your payment, we’ll give you a jingle, or you can always call or email us, too, whatever is simpler for you.
We’ll acknowledge receipt of your information by return mail, fax or email – however you prefer, and we’ll get our recommendations back to you within a few days by the same method. If you chose our “Comfort Food” or “Thanksgiving Dinner” levels, we’ll also touch base to schedule a time you’ll be available for your telephone consultation.
Kitchen Table Advice, LLC
375 Wilbraham Road
Hampden , Massachusetts 01036
Phone: (413) 427-2793
Fax: (413) 375-0145
Email: SetTheTable@KitchenTableAdvice.com
Thanks for using us!
As a reminder, we also serve up complete family financial services as well as corporate programs! Bon Appétit!
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