Wealth Management
We become your “personal CFO” and will be available to discuss anything and everything in your financial life
Advising on long term and short term financial planning
We will manage the assets put under our management and advise on other assets as well
Assisting and/or reviewing decisions regarding taxes, social security, insurance, etc.
This is a proactive service that helps you look in the future to make decisions today
We will assist you with coming up with an asset allocation, i.e. how much should be in stocks/bonds etc.
We will implement and manage this allocation
We will use institutional investments based upon modern portfolio theory which are very low cost when available
Be available for questions throughout the year
Document decisions made and create financial “to do” lists for you
Meet on an as needed basis, usually semi-annually
Asset Management
We will work with you to come up with an asset allocation, i.e. how much should be in stocks/bonds etc.
We will implement and manage this allocation
Use institutional investments based upon modern portfolio theory which are very low cost when available
Financial Wellness
Help review and analyze your financial situation
Meet semi-annually to discuss any financial items you wish
Be available for questions throughout the year
Document decisions made and create financial “to do” lists for you
401(k)
If you would like to learn more about our 401(k) and retirement plan services, click here
Prices start at $2,000 annually