On February 9-12, The White Coat Investor will be hosting The Physician Wellness & Financial Literacy Conference (WCI Conference) in Phoenix at the JW Marriott Desert Ridge Resort & Spa. Attendees of the conference will be receiving valuable information from a variety of physicians, book authors, bloggers, and financial professionals. FPLCM is proud to serve as a WCICON sponsor and host several conference events.
Congratulations to the WCICON22 Raffle Winners!
Alvaro Cornejo Cobo
Please join FPLCM as they host a Vibrational Sound Meditation session guided by Kim Balzan Sound. Experience the healing sound of alchemy crystal singing bowls. Quiet your mind and treat your body to a profound level of relaxation.
Grab your lunch on the Ballroom lawn and come back to hear about FPLCM’s iQ401(K) division. Learn how their open architecture platform was used to create WCI’s World’s Best 401(K) Plan. Explore how you could utilize the platform to supercharge your 401(K) via a plan rebuild or simply adding features such as self-directed brokerage accounts (SDBAs), mega Backdoor Roth conversions or a Cash Balance Plan.
Institutional Capital Market Investing for Individual Investors Dinner hosted by FPLCM and Origin Investments
Play for your chance to win the hole-in-one contest with a grand prize of $50,000. Contest will be held on hole No. 8. Remaining Par 3 holes will have additional hole-in-one prizes – Sharp LED TV, Callaway Irons (3-PW), and Two Roundtrip Domestic Airline Tickets. Also, each participant at our event will receive a free Patriot Golf Wood or Hybrid Golf Club.
FPLCM is one of the few flat fee, fee-only advisory firms in the nation. We empower clients by offering comprehensive financial planning and investment services individually tailored to client needs. Annual advisory fees range between $5,000 and $15,000, determined by your desired level of service.
RETIREMENT PLAN SERVICES
FPLCM’s iQ401k division offers an open architecture retirement plan platform available through Vanguard Retirement Plan Access™ (VRPA). Access bundled or unbundled ERISA Fiduciary, Recordkeeper, Third-Party Administrator, and Custodian services.
Plan design features include low-cost index funds, asset allocation models, Self-Directed Brokerage Accounts, private fund access, Cash Balance Plans, Roth deferrals, loans, and much more.
EMERGING PHYSICIAN PROGRAM
One of the most common statements we hear from physicians is that they regret investment decisions made early in their careers. To help new physicians, we have developed the Emerging Physician program which provides our services at a discount and access to conflict-free wealth management consulting (topics covered include debt, saving, home financing, disability/term insurance needs, etc.). No account minimums.
The Self-Managed Access (SMA) platform is for DIY investors seeking institutional fund access and more flexibility than a robo-advisor.
- Automatic portfolio rebalancing based on your investment plan (optional)
- Institutional funds such as Dimensional Funds, PIMCO, etc. and strategic models
- Private funds from companies, such as Goldman Sachs, Origin Investments, CRG, Blackstone, Starwood, PIMCO, Carlyle, Owl Rock, etc.
- Interval funds from companies, such as Stone Ridge, Pioneer Amundi and Bluerock
- Wealth Management Portal featuring account aggregation, budget monitoring, goal planning, educational resources and much more
- Quarterly portfolio reporting
- Portfolio consulting ($250/hour)