We Focus on Your Finances so You Can Focus on Your Life
We provide comprehensive retirement planning, which covers all aspects of your financial life, including: Cash Flow Planning, Income Tax Planning, Social Security & Medicare, Portfolio Management, Risk & Insurance Planning, and collaborate on Estate Planning.
What to expect
You can expect at least 2 meetings per year to review life changes, discuss goals, and assess investment portfolios, including your risk tolerance. There is no limit to the number of meetings, but at least one annual meeting is required. I will be in contact throughout the year as necessary, but happy to hear from you anytime you need me!
As a vital part of the planning process, I rely on and will coordinate with other professionals and experts you work with including accountants, attorney’s, insurance providers, and trustees to ensure your goals are being met. We will also provide professional recommendations if needed.
Our fees are based on a fixed percentage of the investments managed, which we find is a good proxy for financial complexity. The fees start at .75% and decrease at increasing asset levels. We receive no outside compensation from any source – no commissions or other conflicts of interest.