Wealth Management is a comprehensive planning service designed to allow you to live the life you desire with confidence. Service involves the creation and adoption of a comprehensive financial plan including ongoing advice around your financial position, portfolio management, tax reduction strategies, insurance and risk planning, income replacement planning and estate planning. It is our strong belief that each planning area coordinates with the other and when done right, is greater than the sum of its parts.
All plans are created through an in-depth discovery process to understand your unique goals and aspirations. Plans are reviewed and adjusted twice per year and as a Fee-Only, fiduciary advisor you can be sure that all advice and recommendations are made only with your best interest in mind.
Investments are managed at TD Ameritrade Institutional member FINRA/SIPC.
Included in service:
- Financial plan catered to your individual goals
- Unlimited “what if” plan scenarios and updates
- Retirement income strategies
- Social Security coordination
- Tax reduction strategies
- Risk management
- Healthcare planning
- Estate planning strategies
first $500,000: 0.85%
next $500,000: 0.55%
above $1m: 0.35%