What We Do For You
You make financial decisions every day – and each one has an impact. Together we can build a plan that will make you more comfortable with your financial decisions.
Other firms require clients to have a certain level of assets. That’s not our style. We see it as our job to help you build your assets.
Your best interests will always drive our recommendations. We do what is best for you.
You can expect easy-to-understand reports, detailed advice and straightforward recommendations.
From phone and email to video chat and in-person meetings, you’ll always have a quick response from someone who knows you, your needs and your goals.
We’re upfront about our competitive pricing structure.
Our prices and fees are extremely competitive for the service and attention we provide. According to AdvisoryHQ.com, the average fee is 1.18% for assets less than $50,000.
Many of our clients come to us for advice when they are about to make a big financial decision. For example: buying a house, starting a new job, getting married, starting a family or receiving an inheritance.
For Financial Planning, we divide the bill into two parts. You will receive a bill in each of the first two quarters you work with us. For Asset Management, our fee will be deducted from your investment account on a quarterly basis. Fees are paid in advance of each new quarter.
Interest rate hikes. The Fed is showing its biggest concern in the short run is fighting inflation. Understandable, as the prospect of continued uncontrolled price increases would strike fear in most any economist. Jay Powell and Co. are certainly showing they are going to address inflation now, with a 0.75 percentage point rate raise this week Read More
You’re busy trying to soak up all that life has to offer. You want to spend quality time with your family and friends. You want to travel the world. The last thing you probably want to be thinking about is what’s going to happen once you’re gone. Understand that making tough estate planning decisions now Read More
Inflation and interest rates. The majority of the market movements these days are being driven by a single topic: inflation. Inflation keeps cruising at near double-digit rates, as the Federal Reserve responds with higher rates and tighter policy. The result is market volatility as investors act on conflicting forecasts of an impending recession or easing of Read More