OUR SERVICES
Flat-Fee Financial Planning
Focused Guidance Without an Ongoing Commitment.
Not every financial need requires an ongoing wealth management relationship. Sometimes you simply need experienced guidance around a specific decision, life transition, or planning opportunity.
Our Flat-Fee Financial Planning engagements are designed to provide personalized, actionable advice through a focused planning process for a clear, transparent one-time fee.
Whether you’re evaluating retirement readiness, making decisions around a job change, navigating an inheritance, or seeking a second opinion on your current strategy, we help you gain clarity and confidence around the issues that matter most.
OUR SERVICES
Flat-Fee Financial Planning
Focused Guidance Without an Ongoing Commitment.
Not every financial need requires an ongoing wealth management relationship. Sometimes you simply need experienced guidance around a specific decision, life transition, or planning opportunity.
Our Flat-Fee Financial Planning engagements are designed to provide personalized, actionable advice through a focused planning process for a clear, transparent one-time fee.
Whether you’re evaluating retirement readiness, making decisions around a job change, navigating an inheritance, or seeking a second opinion on your current strategy, we help you gain clarity and confidence around the issues that matter most.
OUR GUIDANCE
For the decisions that shape wealth.
Financial Planning Roadmap
Clear direction
Financial Planning Roadmap
A clear plan creates clarity in decision-making.
We help organize your financial picture into a practical roadmap tailored to your goals and priorities. Whether you are planning for retirement, evaluating major financial decisions, or simply looking for structure and direction, we provide recommendations designed to help you take the next steps confidently.
Investment Assessment
Objective review
Investment Assessment
Even without ongoing asset management, many clients want an objective perspective on their investments.
We provide portfolio reviews and investment assessments focused on alignment, diversification, risk exposure, costs, and long-term strategy. Our quantitative, evidence-based philosophy helps bring structure and discipline to investment decision-making without relying on speculation or short-term market predictions.
Tax Strategy
Integrated planning
Tax Strategy
Tax planning should be integrated into broader financial decisions.
We help identify opportunities for greater tax efficiency related to retirement planning, investment positioning, charitable giving, and income strategies. While we do not prepare tax returns, we work collaboratively with your CPA or tax professional when appropriate.
Estate & Legacy Planning
Long-term intent
Estate & Legacy Planning
Estate planning is an important part of creating financial clarity and protecting those you care about most.
We help clients review beneficiary designations, estate considerations, legacy goals, and organizational strategies while coordinating with legal professionals when needed.
Life Event & Transition Coaching
Moments of change
Life Event & Transition Coaching
Financial decisions often become most important during periods of change.
These engagements are designed to provide thoughtful guidance, practical next steps, and a clearer sense of direction during uncertain moments.
- Career transitions
- Retirement planning
- Divorce or family changes
- Inheritance decisions
- Business changes or liquidity events
- Financial organization and restructuring
What You Leave With
Clarity after the engagement
What You Leave With
You leave with a clearer sense of where you stand and what to do next.
- A clearer financial strategy
- Actionable next steps
- Greater organization and direction
- Objective guidance tailored to your situation
- Confidence in your financial decisions
TEMPUS ADVISORY
We offer a no-cost, no-obligation discovery meeting where we take as much time as needed to understand you and what you are looking for.
We also offer flexible meeting hours in-person, over the phone, or virtually; whatever best accommodates your lifestyle.
CONTACT INFO
724.510.0262 FAX: 724.510.0745 info@tempusadvisory.com
Monday through Friday, 9:00 to 5:00
Also available by appointment
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Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.
The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
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