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.
The housing market is a sector of the U.S. economy that affects everyone. We all need a place to live. Whether you are a homeowner, a renter, or someone currently caught in the middle, what is going on in the housing world is likely shaping your financial plans. It may be putting the squeeze on Read More
The markets rebound. The markets have finally had a good month, as the previous two were quite ugly. The rebound we have been experiencing can likely be traced to the hopes of a Fed pivot away from rising interest rates by year end. A narrative is taking hold that inflation may have finally peaked, leaving Read More
Federal Reserve and interest rates. A hawkish mentality has entrenched itself amongst the powers that be at the Federal Reserve. The commentary from Fed Chair Jerome Powell and other Fed officials (i.e. continued big rate hikes to deal with inflation) may be laying it on a bit thick. In reality, they may be overselling their Read More