Comprehensive Advice
Your personalized services may include
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Not sure where your money’s going? I will review your income and expenses to determine the necessary changes to maximize your cash flow potential
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Your financial goals are unique, so I work with you to create a customized portfolio to fit your needs. In most cases, I believe a diversified portfolio of equities and fixed income may offer optimal risk-adjusted returns. An Investment Policy Statement will be created to keep your money invested
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I help you stay proactive with strategic tax planning by having tax conversations outside of just filling season.
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Feel like you are not making payoff progress? Let me help you start a debt paydown strategy to say goodbye to your stubborn loan balances
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I sift through your workplace benefits guide to take advantage of perks your employer provides you
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Work with my network of specialists to develop an insurance plan to protect your family from severe or unexpected loss.
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Develop a plan to pay for children / grandchildren’s education costs using the right mix of accounts that fit your goals
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Your retirement assets can be spread across many accounts, including 401(k)s, 403(bs), 457s, IRAs, pensions, social security, annuities, brokerage accounts, and more. I am here to make your distribution decisions simple, in a tax efficient manner based on your lifestyle needs
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If you have asked - “How best can I pass along my assets to my kids?” or “How can i donate to my favorite charity?”, I can help you efficiently pass on your assets to the next generation by coordinating with your estate planning attorney
No commissions or hidden fees
Initial Financial Plan - Starting at $500
Ongoing Wealth Management AUM Fee Schedule¹
$0-$1,000,000 0.99%
$1,000,001+ 0.75%
¹Blended Fee Schedule: The advisory fee is a blended tier. For example, for assets under management of $2,000,000, a Client would pay 0.99% on the first $1,000,000 and 0.75% on the remaining balance. The formula for the quarterly fee is determined by the following calculation: (($1,000,000 x 0.99%) + ($1,000,000 x 0.75%) ÷ 4 = $4,350.