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How You Are Supported:

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    A Custom-tailored Financial or Retirement Plan prepared for you, updated Annually.

    Quarterly Portfolio Meetings & Check-In.

    On-Demand Appointment Request for any financial needs.

    Debt Management and School Loan Payoff.

    Emergency Funds savings.

    Retirement Planning with Building Tax-Free Income and Post-Retirement Tax Planning.

    Cash Flow Analysis and Savings Plan tailored to help you build and preserve your Net Worth.

    Annual Forward-Looking Tax Planning (prior-year tax return required).

    College Savings Plan for each child with a comparison of colleges, scholarships, grants, etc

    Equity Compensation: RSUs, ISOs, NSOs, etc.- Tax Analysis & Planning.

    Ongoing Investment Management tailored to your goals, risk tolerance, and time horizon.

    A balanced portfolio managed and rebalanced to mitigate risk across asset classes (stocks, ETFs, mutual funds,      index funds, bond funds or bonds, high-yield savings & cash)

    Equity investment research incorporates fundamental valuation and key risk indicators.

    Tax loss harvesting is available for taxable accounts.

    Quarterly Portfolio Performance Report.

    For Retirees, Retirement Plan income and drawdown distribution planning.

    Social Security Lifetime Benefits Analysis & resources for Medicare benefits.

    Retirement resources and support: optimal Social Security enrollment, private Health Care Insurance gap              coverage from Retirement to Medicare enrollment, and Medicare benefits selection.

    An annual overview of Estate Planning and Risk Management (Insurance analysis).

    Long-term care planning (LTC Insurance, Life-Insurance Hybrid, QLACs, or self-funding). 

    End-of-life financial matters are in good order: Health Power of Attorney, DNR, beneficiaries updated, etc.   

    Ongoing Market and Economic Commentary.

    Monthly Newsletter & Periodic Educational webinars.

    Access to professionals for insurance, mortgage, estate planning, and other finance needs, etc. 

    & More

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FEE EXAMPLE:

1% Annual Fee for Asset Management

$525,000 account

$525,000 x .01= $5,250 is the annual fee, paid quarterly

Calculation derived from closing account value of the last business day for the quarter

$5250/4=

​$1312.50 due the last business day of the quarter​

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*Quarterly Management fees can be paid from IRAs, Roth IRAs, or brokerage accounts held with Schwab

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Please review Our Process