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Investment Management
Investing can be complicated, but an effective strategy doesn't have to be.
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Customized Portfolio
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Active Rebalancing
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Tax Loss Harvesting
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Down Market Strategies
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Tax-efficient Placement of Investments (Asset Location)
Comprehensive Financial
Planning
We’ve got you covered from all angles.
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Retirement Planning
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Investment Risk Analysis
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Tax-efficient Withdrawal Strategies
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Aligning Fundamental Money Beliefs with Solutions
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Life, Disability, and Long-term Care Review and Strategies
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Insurance Planning
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Estate Planning
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Financial Risk Assessment
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Retirement Income Style Awareness Survey
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Social Security Maximization
Service Comparson Options
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Certified Financial Planner™ Professional | ✅ |
Fiduciary Standard | ✅ |
INVESTMENT MANAGEMENT | |
Customized Portfolio | ✅ |
Active Rebalancing | ✅ |
Tax Loss Harvesting | ✅ |
Behavioral Coach To Guide You Through Turbulent Times | ✅ |
Down Market Strategies | ✅ |
Integration of Employer Retirement Accounts Into Portfolio | ✅ |
Investment Risk Analysis | ✅ |
Simplify and Consolidate Accounts | ✅ |
Tax-efficient Placement of Investments (Asset Location) | ✅ |
Complimentary Money Market Fund Management | ✅ |
TAX PLANNING | |
Tax Return Upload, Analysis, and Summary | ✅ |
Tax-efficient Withdrawal Strategies | ✅ |
Annual Roth Conversion Analysis | ✅ |
Charitable Giving Strategies | ✅ |
Co-meeting with CPA | ✅ |
Tax Summary Letter for CPA | ✅ |
RETIREMENT PLANNING | |
Retirement Projections | ✅ |
Define and Clarify Your Unique Retirement Income Style/Preferences | ✅ |
Pension Analysis | ✅ |
Social Security Optimization | ✅ |
Retirement Withdrawal and Income Strategy | ✅ |
Robust Retirement Plan in 3 Different Planning Software Options | ✅ |
Dynamic Withdrawal Strategy and Monitoring | ✅ |
INSURANCE PLANNING | |
Annuity Review and Strategies | ✅ |
Life, Disability, and Long-term Care Review and Strategies | ✅ |
Health Insurance Planning and Benefits Review | ✅ |
Home, Auto, Umbrella Review | ✅ |
ESTATE PLANNING | |
Beneficiary Titling Review | ✅ |
Account Titling Review | ✅ |
Trust and Estate Document Review | ✅ |
Co-meeting with Attorney | ✅ |
Co-meeting with Beneficiaries | ✅ |
Guidance on Inheritance | ✅ |
CYBER SECURITY PLANNING | |
Password Vault Recommendations | ✅ |
In-Case-of-Death Folder Preparation and Monitoring | ✅ |
Password Chain Hacking Review | ✅ |
Password Strength Recommendations | ✅ |
Verbal Password with Custodian | ✅ |
VALUES ALIGNED GOAL PLANNING | |
Deep Integration Between Tax Planning and Investment Management | ✅ |
Intentional Spending Plan | ✅ |
Proactive Guidance on All Financial Matters | ✅ |
Aligning Fundamental Money Beliefs with Solutions | ✅ |
Outsourcing of Time Required to Make Financial Decisions | ✅ |
Guidance on the Psychology of Money | ✅ |
INVESTMENT MANAGEMENT
TAX PLANNING
RETIREMENT PLANNING
INSURANCE PLANNING
ESTATE PLANNING
CYBER SECURITY PLANNING
What We Do For You
VALUES AND GOALS PLANNING
Fees & What it Costs
We charge an annual flat fee that is all inclusive of investment management and financial planning.
Our typical flat fee for 2025 is $10,800.
The services provided are most cost-effective for those with investable assets of $1,000,000 or more.
For whom is this service best?
Our services are best for anyone in or near retirement who's looking for a trusted partner to help with ongoing financial, tax, and investment decisions.
What is the percentage equivalent?
For comparison purposes, our flat fee equates to:
1.08% on $1,000,000
0.72% on $1,500,000
0.54% on $2,000,000
0.36% on $3,000,000
Why flat fee?
We believe that someone with $3,000,000 shouldn't pay twice the amount as someone with $1,500,000. Over time, a flat fee structure can save you $100,000+.
Fees
Ready to get started?
Learn about the process.
It starts with a simple, complimentary phone call.
Ask a question.
Have a question for us? Drop us a line on our contact page.
Book a phone call.
Schedule a call with us to get the process started.
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