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Financial Consulting with Ongoing Investment Management
Annual costs include the following services:
- Review of financial situation – goals, objectives, risk tolerance, time horizon, and restrictions
- Comprehensive Financial Planning
- Retirement Planning – Social Security Analysis and Retirement Landscape Reports
- Education Planning
- Estate Planning Strategies
- Tax Planning Strategies
- Insurance Analysis
- Defined Contribution Asset Allocation (401(k) or Retirement Plan)
- Regular Client Reviews
- Portfolio Analysis and Optimization
- Management of search process and investment selection
- On-going monitoring of client’s portfolio and money managers according to their investment policy statement
- Management Investment Fee
- Monthly Statements and Quarterly Performance Statements
- On-line access to Investment Accounts
- Company Stock Option Analysis
- Intergenerational Wealth Transfer
*Client pays all trading costs on accounts under $500,000
Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.
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