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Let's Talk

We are currently at capacity and not scheduling new client intro calls until June. Please feel free to reach out to be added to the waitlist.

First Name

Last Name

Email

Phone

Federal Employee Type: *

Foreign Service employee (FSPS)

Civil Service employee (FERS)

Eligible Family Member

Contractor

Unknown

Other (please provide details in the text box below)

I am not a federal employee

Marital Status *

Single

Married

Divorced

Widow(er)

Separated

Do you have minor children? *

Yes

No

I have adult dependent children

Years until retirement: *

Less than 5 years

5-10 years

More than 10 years

I am unsure

What Can I Help With?

Select the service you are interested in (these are the only services being offered at this time) *

Full comprehensive plan (single)

Full comprehensive plan (couple)

Basic Federal Employee Assessment (1 Fed)

Basic Federal Employee Assessment (2 Feds/Tandem Couple)

Annual review (returning clients only)

How Did You Hear About Layered Financial?

I understand there is NO cost for an introductory call.

I am not looking for someone to take custody of my investments or place trades for me.

I have reviewed the "not a match" factors.View the "not a match" factors here.

I understand the fee for a full comprehensive financial plan is $4,000 single/$6,000 couple and the fee for a Basic Federal Employee Assessment is $2,000.

Thanks for submitting!

No sales pitch.

No credit card information.

No email subscription sign-up.

No, "Get it while it lasts!" tactics.

Nobody likes surprises.
Submitting your information will not result in a random phone call from me (in fact, you don't even need to provide your phone number). After you click "send", you'll get an email from me with some basic information. Then, we can pick a time to have a call to see if we're a match. The email will explain what to expect on our first call.

If you have questions in the meantime, feel free to learn more and me, my wealth philosophy, and why Layered Financial may be the right partner for you to achieve your financial goals.

Services & Pricing

Disclaimer

ADV part 2A & 2B

Privacy Policy

IAPD- AdviserInfo.SEC.Gov

Layered Financial, LLC, dba “Layered Financial” is a Registered Investment Adviser registered with the Commonwealth of Virginia and the State of Texas. Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United States, we may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients. Layered Financial is not affiliated with or endorsed by any U.S. Government agency. This website contains links to third-party websites. When you link to any of these third-party websites, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. We are not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, websites, information, and programs made available through this website. Please see Disclaimers for additional important information.

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