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.
Big earnings week. 4th quarter earnings are shaping up to be weaker than expected. This week is a big one as many of the mega cap names are scheduled to report. The underlying concern? If earnings continue to weaken with U.S. equity markets at already elevated valuations, it might lead to additional weakness in stock Read More
Today’s inflationary economy is putting the spotlight on an all-too-common issue: families often live at the very edge of their financial means. One unexpected expense can be all it takes to tip the household budget scales. As we have all learned over the past few years, there will always be external factors that impact our Read More
Inflation update. Inflation data continues to point towards further easing, particularly on goods as customers cut back on the ‘stuff’ they purchase. Consumption of services remains strong. The slowing inflation data is a promising sign that price pressures are abating. The abatement reasons are twofold – resolutions to supply chain kinks and the slowing of Read More