We provide our clients with FEE-ONLY Wealth Management Services which includes
Comprehensive Financial Planning and Investment Management Services. For
those clients considering retirement our key question is: As nearly as you
can tell, are you going to outlive your money, or is your money going to
Do We Get Paid?
planners, we are Fee-Only Financial Planners. Fee-only planners are
of fees paid
not accept any commissions or compensation from any other sources, providing
with a high-level of confidence that you are receiving independent and
managers, who provide only investment management, charge
fees based on a percentage of assets. We utilize a retainer
approach in establishing fees. Our retainer fees include a Complete
Wealth Management Package which integrates Comprehensive Financial
Planning & Investment Management.
Considering Retirement? Are You Retired? Major Issues That We Address.
• Supporting the retirement lifestyle that you want.
• Will you outlive your retirement funds?
• Managing income flows in Retirement
Very Important Arrows In Our Quiver
We will integrate the "Softer
Side" of Financial Planning (your emotions, life
dreams and future visions) with the mechanics (financial
required to help you achieve your life goals and objectives. Learn
Each year we provide our clients with a Wealth
Management Services evaluation package. We recap all of the Comprehensive
Planning activities that we have performed and we compare each
client's portfolio investment return performance (after retainer
fees) to relevant industry benchmarks. We think that it is important
that each client is able to evaluate the overall value that our
retainer relationship adds to the achievement of their life goals