Miklos works with different investment and insurance  professionals who can implement the financial plan he devises for his clients.

For clients with less than $100,000 combined investable  household assets Miklos recommends a number of mutual fund advisors.

For those clients who have combined household assets between $100,000 and $250,000 he recommends to invest in a portfolio of low cost mutual funds and ETFs advised by a portfolio manager firm.

For those clients who have combined household assets in excess of $250,000 he recommends to invest in individual private portfolios managed by a portfolio manager firm.

For estate and protection needs Miklos deals with two insurance agents.

Clients of Fin-Plan are in no way obligated to deal with all or any of the financial professionals Miklos has a relationship with. Having said this, it is perhaps desirable that your Fee-Only financial planner and investment and/or insurance advisors have a not adversarial relationship.