Frequently Asked Questions
What services do you offer?
We provide comprehensive financial planning, including investment planning; retirement planning; education planning; estate planning; insurance planning; tax planning and advice on mortgage payoff.
Is there a cost to meet with you?
There is no charge for your consultation with John Kilcoyne, who is a SmartVestor Pro.
What should we bring to our first meeting?
We ask that you bring copies of your most recent month-end or quarter-end investment account statements.
Where is Bohmer Kilcoyne Wealth Management located?
We are located in Montgomery, one block from the Montgomery Inn. Link to map.
Where should I park?
Parking is available in front of our building. Access it from Main St. Link to map.
How are you compensated?
We are a fee-based financial planning firm, which means that our compensation is based upon the assets in your account. This fee arrangement keeps our clients’ interests and our interests on the same page. When account values increase, our compensation increases. If account values decrease, our compensation decreases. If a fee-based relationship does not meet your needs, other options are available.
Is there a minimum investment I must make?
Some accounts may require a minimum investment; we will work with you to find options that fit your particular needs.