Our Services

 

Financial circumstances inevitably change as we move through life's stages. As your financial planner and partner, we're here to help you through every step along the way. 

General Consultations

Our relationships are built on trust and transparency. We're committed to helping you understand the fundamentals of personal finance so you can feel confident with your financial plan. Our comprehensive approach incorporates all aspects of finance and is catered to your specific needs.

Home Selling Staging

Our investment philosophy is long-term and backed by academic evidence. We believe in low-cost investments, diversification, and tax efficiency. More importantly, we believe your financial situation is unique. Our investment strategies are custom built for you and carefully monitored to ensure you're on track to accomplish your financial goals. 

Retail Design
Event Planning

We work with small business owners as a fiduciary advisor to their 401(k) plan. Our advanced planning software analyzes intricate details of your projected financial picture, allowing us to analyze, develop, and monitor your employee retirement plan to maximize owner benefits and minimize employee turnover.

Financial priorities often shift as we approach retirement. The need to preserve wealth becomes more important than the need to accumulate wealth. As you approach retirement and throughout your golden years, we carefully monitor risk exposure and tax liability to ensure retirement income is distributed in an efficient manner.

 

 
 

Who We Work With
 
Over the past 35 years, middle class salaries have increased by less than a quarter of a percent above inflation, per year. Tuition costs are increasing faster than income. Medical costs are increasing faster than inflation. Pension plans are becoming obsolete. Taxes are becoming more complex. Consequently, investing is more important now than ever before. 
 
We help clients overcome these challenges by starting the discussion now. While most firms have minimum investment requirements, we work with anyone who is serious and willing to take the necessary steps to accomplish their financial goals. You don't have to be wealthy to invest, but you do have to invest to become wealthy.
 

We charge an annual retainer fee based on the assets we manage. Our fees are prorated and billed quarterly in advance using the average daily balance of the prior quarter. Fees are billed based on the blended tiered rate shown. 

Pricing