Work with Bryan

For Personal Investment Assistance:

The Financial Coach’s common sense approach and educational model is just what most investors need & desire. Call 636-530-9393 to arrange a complimentary 1 hour overview.  In most cases a Blue Ocean Portfolios representative will be conducting the meeting.  In cases in which an individual requests solely The Financial Coach, Bryan Binkholder, for direct meeting assistance there will be a $250 fee for the hour.

Pension Plans & 401k Sponsors:

The Financial Coach, Bryan Binkholder, will directly assist you in questions you may have or in reviewing your plan design to insure you are complying with the Fiduciary Standards required by law.  In addition, plan designs using low cost Exchange Traded Funds and Indexes can be customized for your company and compliance handled by Blue Ocean Portfolio’s.  Meetings are complimentary with Bryan.  Out of state companies may be charged depending on the location and size of assets.  Call 636-530-9393 to arrange a meeting.

For Speaking to Your Organization or Group:

Bryan’s lively events are exciting, highly educational & motivational in nature. His sense for what people go through and the tactics that are used to cause many people to stumble in life are real eye openers for groups. Contact our office for a list of speaking topics or if you have specific needs, The Financial Coach can craft a message especially for your group.  Call 636-530-9393 to discuss your needs.

Real Estate & Business Conferences:

The Financial Coach is prepared to show the nuts & bolts of real estate investing & business development with your group.  Fee’s and services vary but speaking engagement fee’s typically range between $2,500 to $12,000 depending on your needs or requests.