The Complete Picture
You won’t have to wonder if you’re covered, because you’ll know.
Investments
There are plenty of opinions about the best way to invest. It’s difficult to know which advice to follow. We believe in research. We believe you should take as much risk as you need to reach your goals, but no more. It doesn’t matter what other investors are doing, your goals should be your benchmark.
Retirement Planning
Whether you want to retire at 50, or never, you need a plan. You want know how much your retirement income will be. You want to know which accounts to take money out of. You want to know if you have enough money to do whatever it is you want to do. We understand, and will make sure you’re never in the dark with a comprehensive retirement plan.
Tax Planning & Preparation
The problem with taxes is that they are complex and ever changing, and most financial planners don’t change. We believe that proactively using the tax code to your advantage is an easy way to keep money in your pocket. Our Wealth Management services include tax preparation.
Cash Flow Planning
Budgets are boring and time consuming, but cash is key. Prioritizing where your money goes is fundamental to financial planning. We are here to make the process simple but impactful with detailed, forward-looking cashflow projections.
Insurance & Estate Planning
No one wants to think about the bad things that could happen. Unfortunately, sticking your head in the sand leads to being unprepared in the worst moments. We can help you understand your risks and craft a plan to protect you and your loved ones.
Money Psychology
Your relationship with money impacts every financial decision you make; whether you view wealth as an achievement, source of security, or opportunity for a better life. We incorporate your unique relationship with money into all of our recommendations.
We have a level of service that’s right for you.
Investment Management Only
Complete Wealth Management
One-Time Financial Projects
Fee Only
No tricks or sneaky commissions. Only transparency.
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$3,000 - $15,000
Typical Duration of Service: 4 to 6 Weeks
Financial Foundations Project $3,000
Retirement Readiness Project $4,800
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Duration of Service: Ongoing
Minimum Annual Fee: $4,000
Fee based on:
1% of the first $1 million of assets under management,
0.8% of assets between $1 million & $2 million,
0.6% of assets above $3 million.
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Duration of Service: Ongoing
Minimum Fee: $3,000/quarter
Fee based on:
0.8% of net worth values up to $4 million
0.6% of net worth values between $4 million & $10 million