Services

Fiduciary Standard

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Fiduciary ———

The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice

– It only makes sense to take advice from someone who is committed to acting in your best interest.  We adhere to the fiduciary standard, our clients deserve unbiased advice.

Fee-Based:

Fee-Based:

We provide fee-based financial advisory services and are paid for the advice we give our clients; not by earning commissions to sell products.

Three ways we can work together:

One-Time Plan

One-Time Plan

For do-it-yourselfers who want a professional perspective. Comprehensive financial plans designed to answer all of your questions and create a clear path forward toward your goals.

 $1,500 – Single
 $2,500 – Married

Wealth Management

Wealth Management

An on-going financial planning engagement. We will work with you to develop an initial financial plan and investment portfolio. We will then continuously monitor both the plan and portfolio performance making adjustments as necessary.

We will have regular communication and meetings with you to make sure we stay on track.

 Planning Fee:
 *$1,500 – Single
 *$2,500 – Married
 Percentage of Assets – Portfolio Management
*Planning fees are non-recurring

Investment Management

Investment Management

We will meet with you, determine your time horizon and risk profile, and recommend and investment portfolio that is right for you.

 A percentage fee is charges based on the size of the total managed portfolio.