Our main goal is to get you where you need to be so that you can have financial peace of mind.

Clients can work with me in two ways:

1) Ongoing investment management + financial planning

This is for clients who have an old 401k, IRA, Individual /Joint/Trust account at a brokerage that you would like professional investment management. For any investment account that is over $250,000 you will also receive a complimentary comprehensive financial plan that includes retirement planning, estate planning, college planning, tax planning, and insurance planning. For accounts under $250,000 we will professionally manage your investment accounts only and according to the below fee rates:

2) One-Time Engagement

This is for clients who would like review in one planning area. Our fees are $250/per hour and depends on complexity. Average clients will pay a one-time fee between $500-$750. We not only provide analysis on planning areas but we also help with execution of plan (i.e. setup trust, open and fund 529 accounts, refer you to insurance professionals to purchase policies, etc.) We help clients thoroughly answer some of these questions:

Retirement Planning: “Am I on track for retirement?”

Estate Planning: “Are my assets (home, accounts) titled in a why that I know where my assets will go?”

Tax Planning: “Am I optimizing my taxes by taking advantage of tax strategies that is available to me?”

College Planning: “Are we in a position to help our kids with college tuition?”

Investment Planning: “Am I invested in the right asset mix so that my accounts can grow at a level I am comfortable with?”

Insurance Planning: “Am I adequately insured to protect my assets and children from any catastrophic event?”

  • What We Help With

    Consolidating all of your old 401K into one IRA.

    Donate stocks to your favorite Charity.

    Manage Required Minimum Distributions for retirees.

    Roth Conversions - bracketing.

    Investment Selection and Review.

    Develop and setup education savings plan.

    Setting up your trust, will, power of attorney, health directives.

    Connect you to our subject matter experts (CPAs, Estate Attorney, Insurance Specialist, etc.)

  • Financial Planning Process

    Discover and understand your unique goals and objectives

    Gather Data and information to develop your personal plan

    Analyze your current plan and develop comprehensive solutions.

    Implementation of recommendations

    Monitor the plan and update periodically

  • What We Offer

    Complete audit of your financial health.

    Education on personal finance areas.

    Proactively monitor your progress and make any changes and recommendations as life happens.

    24/7 Access to your client portal that keeps your financial life organized.

    Available to you throughout the year, as needed.