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.
Earnings, earnings, earnings. Earnings expectations were high heading into this reporting season, and companies have not disappointed. Year-over-year comparable earnings were easy to beat but uncertainty still lingered. The markets are absorbing the positive earnings news with relief and trending higher. So far 84.6% of S&P 500 reporting companies have beaten their EPS estimates. More Read More
People tend to harbor this notion that investing is all about stock picking, industry monitoring, and company analysis. What is so often left out is the human emotion side, which is arguably the biggest determinant of success in the investment world. Your investing comfort level is the key to productively putting your money to work Read More
Interest rates march higher. Rates have continued their upward climb through March, a trend leading to sustained volatility in investment markets. Investors keep adjusting their portfolios to account for the rising rate environment. Want to dive into the nitty gritty? Find out why the recently rising rate on the U.S. 10-year note is adding to market jitters here. Ultimately, Read More