Clients like to engage with us in different ways and in different times of their lives
Our services
Retirement Funding
What I think is the most helpful and impactful way we engage with our clients is through comprehensive financial planning. With our fee-for advice services, our team helps you and your family paint a detailed picture of where you are financially, determines where you would like to go, and creates a personalized road map for you to get there. We firmly believe an in-depth analysis should precede recommendations.
This is a flat fee of $4,000.
Investment Advisory
Typically for those who have $50,000 or more of longer-term money and would like access to more sophisticated investment options. Creating and managing portfolios to best position yourself to pursue your financial goals. Day to day portfolio management with no transactional fees or fees for rebalancing.
There is an annual cost charged quarterly.
Risk Management
A product-based solution to resolve an immediate, simple need. A good example is a young family who wants their mortgage paid off and college funded if one of them were to die prematurely. This would be a life insurance solution. We are product agnostic, and are licensed with top carriers in the industry to provide life insurance, disability income insurance, and long-term care insurance.
These solutions involve a one-time commission.
Estate Planning
Provide for the efficient distribution of assets at death in accordance with your wishes. Determine potential tax liability in light of current and potential estate tax legislation. Monitor your estate plan as it evolves over time and make sure to update your estate documents on a consistent basis to reflect the estate law and your current wishes.
Included in the financial planning process.
Questions before getting started? Get in touch.
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