We work closely with individuals and business owners to help them achieve their financial goals. Clients receive objective advice in conjunction with a holistic approach that analyzes the core pillars of their financial picture.
For individuals, we put together an investment policy statement based on their time horizon, risk tolerance, and knowledge/experience.
For Businesses, we work with the owners, and their team to help them Recruit, Retain, and Reward employees.
We work closely with all the insurance companies to determine which products solve our client’s asset protection needs.
You are the CEO of your life. We act as your CFO, helping to manage all the different aspects in your life to achieve all that is most important to you. We work closely with a team of professionals including attorneys, CPAs, Property/Casualty and Mortgage specialists. We do not receive any compensation from those professionals we recommend. We choose to have no conflicts of interest and pride ourselves on open communication and transparency.
We get compensated on a quarterly basis either billed directly to your card, or as a percentage of the assets we manage. The quarterly fee amount comes directly from each of the accounts we manage. Our minimum fee is $125/month, billed quarterly. This goes into effect if a client has less than $100,000 in assets under management. If we do engage and help with any insurance planning such as Life, Disability, or Long Term Care Insurance we will get compensated from the Insurance companies that we choose. For some insurance product lines, we can choose to bill a brokerage account on a quarterly basis to receive compensation for insurance analysis.
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