Investment Management
Investing can be complicated, but an effective strategy doesn't have to be.
-
Customized Portfolio
-
Active Rebalancing
-
Tax Loss Harvesting
-
Down Market Strategies
-
Tax-efficient Placement of Investments (Asset Location)
Comprehensive Financial
Planning
We’ve got you covered from all angles.
-
Retirement Planning
-
Investment Risk Analysis
-
Tax-efficient Withdrawal Strategies
-
Aligning Fundamental Money Beliefs with Solutions
-
Life, Disability, and Long-term Care Review and Strategies
-
Insurance Planning
-
Estate Planning
-
Financial Risk Assessment
-
Retirement Income Style Awareness Survey
-
Social Security Maximization
- | -- |
|---|---|
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 2024 is $11,250.
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:
1.125% on $1,000,000
0.75% on $1,500,000
0.56% on $2,000,000
0.38% 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+.