Does This Sound Like You?
-You have saved well, you think it’s enough, but you worry about what could happen
-Your financial life has gotten more complex than you feel comfortable with
-You’re just no longer interested and don’t have the time to focus on investment strategy
-The less taxes you can pay, the better
-You are dealing with more money than you’ve ever had and you don’t want to mess it up
How We Help
- We run the numbers to provide clarity on what is possible
- We consider tax impact not just for this year, but over your lifetime and for your beneficiaries
- We have an ongoing relationship because life happens and tax laws change
- We speak plainly so you understand where you are and what we’re doing
- We anticipate needs
- We point out the realities of life and how to prepare for them
- We take as much off your plate as we can because you’re busy
- We know you and your story
- We follow through and follow up on tasks that need to get done
- We strive for convenience, confidence and simplicity for you
Cost ranges between 0.25% to 1.5% of assets under management per year with a $6,000 minimum (about $500,000 in investable assets). The annual advisory fee for this service is paid in arrears on a quarterly basis based on the value
of Client’s account(s) as of the last day of the billing period. Fees are typically pulled directly from the managed investment account.*
Would you like our help?
SCHEDULE AN INTRODUCTION MEETINGOur firm offers a range of advisory services designed to meet clients at different stages of wealth. At this time, we are primarily accepting new clients into our Signature Service. Availability in our other services is limited typically to existing clients, their family, and friends.
*Please review our ADV for full details.