FINANCIAL PLAN
I work with clients, providing exceptional consulting services that are catered specifically to their needs. Take a look below at the services I offer and get in touch to achieve immediate results.
FINANCIAL STATUS EVALUATION
No Additional Planning Fees
Most firms charge extra fees for financial planning services. We feel it is an integral part of the wealth management process and we include the planning at no additional charge to our clients.
For prospective clients, we’ll prepare an initial plan typically for a $500 fee. If you decide to become a client, we waive the fee and provide the investment management and financial planning services for the asset-based annual fee.
DATA COLLECTION
Getting Started
The process is much easier than most people imagine. We try to minimize your time and effort in gathering the information needed to create a very sophisticated, yet easily understandable, plan.
Download our questionnaire or input your information online now. We can normally prepare your plan in about a week and you can schedule a meeting online to review the plan with one of our advisors, either at our offices or virtually.
ASSET ALLOCATION RECOMMENDATION
Expert Guidance
Your investment portfolio, including your 401(k)s or other retirement accounts, is updated daily along with performance calculations. In addition, your retirement plan information can be updated as well. While the online access is great, we also like to meet with you at least annually to review your progress.
Our periodic client meetings offer a great opportunity to review your retirement planning progress, discuss tax strategies, and update other areas like your estate planning or funding college expenses.