What You Receive
We will develop a portfolio and insurance plan that is custom tailored to your goals. We will rebalance your portfolio as needed and it will be available to you through our website.
We will work with you to develop a comprehensive goals-based plan using MoneyGuidePro. It too will be updated annually and available to you through our website.
How It Works
We will spend as much time with you as necessary in order to get your initial financial plan in place. This plan will touch on nearly every aspect of your financial life, including your goals and concerns, your assets and debts, your investments and insurance, and then it will serve as a roadmap to help you achieve the life you want. We will continually monitor your financial life and portfolio, addressing your every question along the way.
What We Charge
For a comprehensive look at your finances and a written plan to help you achieve your goals, there is a one time fee of $1,250. If you would like us to manage $250,000 or more of your investable assets, we will waive the one time fee and bundle your financial planning in an all inclusive 1% annual fee, based on your account's value. Please reference your asset management services agreement for full fee disclosure details.
Why We're Different
We are independent, and not affiliated with typical Wall Street firms. We do not have quotas to meet, nor anyone forcing us to do certain things for our clients.
We have access to hundreds of thousands of investments, so we can choose what's best for you. We do not sell proprietary products.
We are fiduciaries, meaning that our goal is to place your interests ahead of ours.
We're virtual, which helps keep our costs low. We're connected to our clients 24/7 by office phone lines, personal cell phones, social media, e-mail and video conferencing via Join.Me. If you're local, that's great too!