Advocating for Fee-Only financial planning and wealth management.
Working with clients in the Twin Cities, greater Minnesota, and in other areas where exempted, Jeffrey A. Drayton Financial Planning & Wealth Management, LLC, provides Fee-Only financial planning and wealth management to people from all walks of life. We do not sell products, earn commissions, accept referral fees, or receive compensation in any form other than that which is paid directly to us by our clients. As a Fee-Only financial planner, our compensation model is transparent; our clients know exactly what they are being charged and their best interest is our only concern.
We specialize in a wholistic approach to your financial planning needs. Whether you are early in your career, ready to retire, or anywhere in-between, we work to provide you with a clear path toward your financial goals. A path that is tailored to your specific needs.
If you are new to the financial planning process or have simply never worked with a Fee-Only financial planner before, we encourage you to contact us and share your story. We look forward to learning about you.
Areas of Practice
The world of investing is complicated. We help our clients understand the investments they make and construct investment portfolios that consider their goals, timelines, and risk tolerance.
We do not charge a separate management fee, nor is our fee calculated as a percentage of assets under management. Whenever possible, we try to reduce the investment expenses that our clients pay.
If there is one constant in our tax code, that constant is change. We help our clients understand how taxes will affect their assets now and potentially in the future. We help in developing strategies to minimize the impact our clients’ tax liability will have on their accumulated wealth.
In addition to helping our clients grow their assets and achieve wealth, we help them develop a risk management strategy to reduce their exposure to catastrophic events. Events that could financially devastate them and their families. We do this not as commissioned salespeople, but as CERTIFIED FINANCIAL PLANNER™ Professionals whose only concern is your well-being.
With education costs rising multiple times that of overall inflation, now more than ever you need an education savings plan. We help our clients understand their education savings options and the advantages and disadvantages each strategy offers. We also help with late college planning strategies; ideas for those whose child is at or near college age.
Whether you are currently retired and planning an income strategy from your portfolio or working to accumulate the wealth that will one day provide the retirement of your dreams, we are here to assist you with your planning needs. Decisions you make now will likely have a seismic impact on your future wealth. We help our clients understand their options and the ramifications each decision will have now and in years to come.
We work with clients to see to it that they have properly accounted for how their assets will transfer to their intended heirs. We evaluate clients’ exposure to estate taxes and other transfer expenses, and devise strategies to reduce this exposure where appropriate.
Please use the following form to contact us regarding your inquiry. We are looking forward to learning about you. If you would like to include specifics regarding the services or financial planning needs that are the reason for your inquiry, please leave that information in the space provided below. You may also email or call us to make an appointment.
Jeffrey A. Drayton Financial Planning & Wealth Management, LLC is a registered investment adviser offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Jeffrey A. Drayton Financial Planning & Wealth Management, LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Jeffrey A. Drayton Financial Planning & Wealth Management, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.