Robert & Carolyn
Robert & Carolyn weren't sure how much their retirement would cost, or when they could afford to retire.
They cared about where their money was invested, and wanted to avoid alcohol, tobacco and weapons companies.
They wanted to help their children and grandchildren without jeopardizing their own future.
They also needed to consider the risk of needing to help Robert's aging mom.
When all was said and done, they also wanted to leave something to their favorite charities.
How We Helped.
We developed a retirement income plan that indicated a high probability of never outliving their money.
We began managing their retirement accounts with investments that were aligned with their values.
We opened a 529 plan to save, tax-free, for their grandchildren's college expenses.
We helped them purchase commission-free term life policies to benefit their children.
We helped them purchase investments to help them guarantee a future income.
Robert and Carolyn now feel good about their finances being organized, also well as knowing what their money is invested in, and are comfortable knowing they have a durable retirement income plan in place.
Our pricing schedule is based on the investments that we manage for you and is as follows:
Account Value Annual Advisory Fee
$0 - $249,999 1.00%
$250,000 - $499,999 0.85%
$500,000 - $999,999 0.75%
$1,000,000 - $1,999,999 0.50%
$2,000,000 and Above 0.25%
There is a $150,000.00 portfolio minimum for this service package, otherwise, a $125 per month charge applies.
You will never pay a commission on the investments we select for you, nor will you ever pay a hidden charge.