Wealth Management is a holistic planning engagement designed to allow you to live the life you desire with confidence. Service involves the creation and adoption of a financial plan including ongoing advice regarding your financial position, portfolio management, retirement distribution strategies, tax planning strategies, insurance and risk 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. Plans are continually updated 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 portfolios are managed to best achieve your financial goals and individual objectives. Portfolios are constructed with low-cost, tax-efficient investments and diversified across multiple asset classes with the design to reduce volatility while maximizing risk adjusted returns. Minimum portfolio value $500,000.
Included in service:
- Financial plan catered to your individual goals
- Unlimited “what if” plan scenarios and updates
- Retirement distribution and income strategies
- Social Security coordination
- Tax reduction strategies
- Risk management strategies
- Estate planning strategies
We charge a small percent of the assets we manage for you. The fee varies depending on the size of your portfolio. Typically these range from .50%-.85%.