Our Services & Fees
We provide the following fee-only advisory services:
Financial Planning: Financial planning is about establishing your goals and designing a plan to get there. Depending on your stage in life, it may involve figuring out how much to save for retirement and your kids’ education, what retirement looks like and how to fund it, or maintaining your estate and looking ahead to a legacy.
Investment Management: We build low-cost, diversified personalized portfolios based on your financial goals and personal preferences.
Wealth Management: This is our primary service. It is simply the combination of investment management and ongoing financial planning to meet your evolving life and goals. Life happens. Things change. Your financial plan and investment portfolio should adjust as well. We help you stay on track, even when that track changes over time.
Wealth Management is best for clients with investment portfolios of $450,000 or more.
Obviously, your assets and investments will play a crucial role in your desired retirement lifestyle. The next sections will go over: