Jan Bryan - First Affirmative Financial Network

I am committed to assisting clients in obtaining the highest possible return on their investments while honoring their social values and personal goals. I ensure that my client's values and goals drive the financial planning process by building long-term relationships, providing timely and relevant information, and emphasizing straightforward and honest evaluation of clients' financial needs and goals. I have specialized in the area of socially responsible investment (SRI) for over 17 years. Services and Fee Structures. I offer services to clients with a broad range of needs under three basic structures: Portfolio management services are provided on an annual fee basis. Minimum account balance: $300,000. Hourly fee services are ideal for clients who are just starting out or have modest portfolios. No minimum account size required. Comprehensive financial planning services-retirement, college funding, insurance, estate planning, charitable gifting, etc.-are available to clients with more complex needs; "per project" fees are based upon the complexity of the planning. All fees are fully disclosed and discussed up front. Insurance products may be offered on a fee or commission basis.