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.
Federal Reserve walking a tightrope. Federal Reserve Chairman Jerome Powell continues his reassurances that the punch bowl will not be removed yet. While he has indicated his inflation criteria have been achieved, his full employment criteria have not. Fed Chair Powell is walking a fine line indeed, as inflation worries have begun to concern other economists. Yet Read More
The pandemic has caused us all to reevaluate our life trajectories. The desire for flexibility to pursue passions and interests outside of employment has increased dramatically. Many people have added early retirement to their list of financial aspirations. If you are dreaming of leaving the workforce early, it is an absolute must to map out Read More
Infrastructure deal. The bipartisan infrastructure deal has successfully made its way through the initial stages of legislating. Now comes the hard part – amending and securing a final successful vote in both the House and the Senate. While any number of significant hurdles may remain, the broad framework seems to be in place for this bill Read More