Wealth Management is a holistic, ongoing financial planning service to allow you to live the life you desire. Service includes advice around cash flow planning, investment management, tax planning, insurance and risk planning, estate planning, and retirement distribution planning. Each planning area coordinates with the other and when done right, is greater than the sum of its parts.
Plans are created through an in-depth discovery process to understand your unique goals, aspirations and circumstances. Plans are reviewed and adjusted (if necessary) twice per year. As a Fee-Only, fiduciary advisor you can be sure that all advice and recommendations are made in your best interest.
Included in service:
- Creation of a financial plan
- Unlimited “what if” plan scenarios and updates
- Investment advice (managed and held-away accounts)
- Retirement withdrawal strategies
- Social Security coordination
- Tax planning strategies
- Estate planning strategies
Initial client fee: $1,000
Quarterly Fee based on investment net worth:
Up to $0.5m: $500
$0.5m – $1m: $1,000
$1m – $2m: $1,500
$2m – above: $1,750
*Fee may be off-set or waived for clients who use Investment Management service.