Our Services
Our clients come to us for a variety of reasons and many of them have one or more of the following concerns:
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- Don’t know how much they may need to retire and whether they are on the right track.
- Are retired or close to retirement and don’t know how to make the best use of their investments.
- Are not getting the results they want from their investments.
- Do not enjoy making investment decisions and would rather not spend their time managing their investment portfolio.
- Want to make their finances easier and more simplified.
- Are confused about the most effective way to save for a child’s education.
- Have no "game plan" for life's major financial goals.
- Have not been able to save and are having difficulty managing expenses and debt.
- Are participating in an employer retirement plan, but are not comfortable selecting investments or do not really understand the plan.
- Have a big money decision and would like informed, impartial advice.
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Whether it’s a specific issue, an in-depth analysis, a series of financial projections, ongoing investment advice or long-term financial planning and coaching, we provide our clients with the personal and objective advice and services that they need. Our goal is to develop a long-term relationship with our clients - to help them with their needs today and in the future.
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Hourly Fee For Service
Prior to an engagement, we provide our clients with a written agreement that describes the services we will be providing and our estimated fee. Our fees are based on our time worked at a rate of $165.00 per hour. Ongoing investment advisory services are available following the completion of an investment planning engagement. Comprehensive services are provided at $650 per quarter or a mutual fund monitoring and alert service at $250 per quarter. No investment account minimums or maximums are required to utilize our investment advisory services.
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In-Depth Information
The Firm Brochure is a comprehensive disclosure outlining our services, background, experience and compensation. The U.S. Securities and Exchange Commission (SEC) requires that every investment advisor provide this brochure to clients and prospective clients. You may access our brochure at:
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