Our Process
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Below is a brief explanation of how All In Planning serves its clients.
Gather info - We will gather the information we need in order to provide our recommendations to you. Our All In Planners may need to ask you follow-up questions.
Collaborate - Our Planners will share your information with one another and collaborate on which recommendations might best benefit you. What is shared among our Planners may include, but is not limited to, information regarding your personal life, finances, insurance policies, estate plan, tax situation, and/or properties. Each of our Planners agrees to keep your information confidential.
Provide advice - We will help you to understand your unique situation as well as provide recommendations to you. Our analysis of your situation will be brief and non-comprehensive in order to minimize any costs to you.
Follow up - We will contact you to ask if you have any final questions about our advice. This follow-up conversation will happen only once in order to minimize any costs to you. At this time, please let us know if you would like to continue a business relationship with any of our Planners. We will then have that Planner contact you directly.Â
No commitment - You are not obligated to hire any of our Planners. Additionally, we will not add you to any contact list for future sales calls or marketing emails.
General Disclosures
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All In Planning disclosures - All In Planning is an integrated service provided by professionals and companies which operate independently of each other. All In Planners and their companies are not affiliated with each other. All In Planning is designed to provide a broad overview of a household’s unique financial situation. The analyses carried out by each All In Planner are intentionally brief, with their recommendations being limited, so that All In Planning can remain a complimentary service. Any recommendation made by an All In Planner is not necessarily approved of, or supported by, other All In Planners. After a recipient has received their All In Planning recommendations, they are welcome to hire any All In Planner to carry out additional work on their behalf. All In Planners may alter their recommendations to a household based upon a more thorough analysis of its circumstances. By initiating communications with us, you agree that we may review any information you transmit to us. You recognize that our review of your information prior to the establishment of an official client relationship, even if you submitted it in a good faith effort to retain us, and even if you consider it confidential, only creates a limited client relationship for assessing whether we can be of service to you. When we jointly agree on and execute an engagement letter, you will be our client. Any client testimonials provided on our website or any marketing material may not represent the experience of other clients and are not a guarantee of future performance or success. Clients of All In Planning may have an incentive to promote its services. There was no compensation provided in exchange for testimonials.
Disclosures about Chris Kilmer - Kilmer Financial can be contacted at (512) 329-6100, [email protected], and www.kilmerfinancial.com. Kilmer Financial is located at 200 Benney Lane, Suite B, Dripping Springs, TX 78620. Securities and advisory services are offered through Victory Financial Group, LLC. Kilmer Financial and Victory are not affiliated. Kilmer Financial and Victory do not provide legal or tax advice. Kilmer Financial is not affiliated with Vince Gonzalez.
Disclosures about Tyler George - Tyler can be reached at (512) 807-2471, [email protected]. Tyler's practice is located at 8310 N. Capital of Texas Highway 360, Ste. 490, Austin, Texas 78731. Participation in the questionnaire establishes only a limited client attorney relationship for assessing whether we can be of service to you. When we jointly agree on and execute an engagement letter, you will be our client.
Disclosures about Vince Gonzalez - Texas law requires all real estate license holders to provide various information about brokerage services to prospective buyers, tenants, sellers and landlords. This information can be found at https://www.trec.texas.gov/sites/default/files/pdf-forms/IABS%201-1.pdf. The Texas Real Estate Commission (TREC) regulates real estate brokers and sales agents. Find more information about and check the status of a license holder at https://www.trec.texas.gov/sites/default/files/pdf-forms/CN%201-5_0.pdf.
Disclosures about Ryan Brown - Ryan can be contacted at 832-755-0901 and [email protected]. Securities and advisory services are offered through Victory Financial Group, LLC. Ryan and Victory do not provide legal or tax advice and are not affiliated with Vince Gonzalez.
Disclosures about Joey Kelly - Insurance services provided through Victory Insurance Services LLC, an independent insurance agency licensed in Texas. Coverage and availability vary by carrier and state. All policies are subject to underwriting approval and carrier terms. As an independent agent, Joey may receive commissions or other compensation from insurance carriers based on policy sales. Compensation does not impact the premium quoted to you. Investment advisory services offered through Victory Financial Group LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling and Victory Financial Group, LLC are not affiliated companies.Â
