Our Services
We offer personalized financial services to help you achieve your goals and navigate life’s milestones with confidence and care.
We offer personalized financial services to help you achieve your goals and navigate life’s milestones with confidence and care.
Fee For Advice
1. A personalized financial plan designed to align with your unique goals and aspirations.
2. An in-depth assessment of your current financial health, along with a strategic roadmap to help you achieve your desired financial milestones.
3. A comprehensive review and tailored recommendations for your existing investments.
4. A detailed analysis of your budget, savings rate, student loans, insurance requirements, current investments such as 401(k)s, IRAs, and annuities, estate plan, and tax situation.
Three initial planning meetings to get you started.
One meeting in the spring and one year end planning meeting in October or November.
One time payment for customized financial plan.
Simple monthly fee for ongoing advice and regular check-ins.
Financial Planning & Investment Management
1. Investment Management: Creating and managing a diversified investment portfolio that’s aligned with the target growth rates in your financial plan.
2. Financial Planning: Developing a detailed financial plan that includes budgeting, cash flow analysis, and goal setting.
3. Tax Planning: Strategizing to minimize tax liabilities and optimize tax efficiency in investments and financial decisions.
4. Retirement Planning: Designing a plan to ensure sufficient income and resources for a comfortable retirement.
5. Estate Planning: Preparing for the transfer of assets upon death, including wills, trusts, and strategies to minimize estate taxes.
6. Risk Management: Assessing and addressing potential financial risks, including insurance coverage and emergency funds.
7. Philanthropic Planning: Assisting clients in charitable giving strategies that align with their values and financial goals.
8. Ongoing Monitoring and Review: Regularly reviewing and adjusting the wealth management strategy to adapt to changes in the client’s life circumstances, financial markets, and tax laws.
Three initial planning meetings to get you started.
Two to Four meetings per year, you get to choose the frequency that fits you! At minimum we require one meeting in the spring and one year-end meeting in October or November.
We charge a transparent fee that’s a percentage of the value of the investments we manage for you, this fee is debited directly from your managed account(s) monthly.
One time payment for customized financial plan.
There’s no additional charge for the tax and estate planning advice we provide.