There is no long term contract to sign. Our relationship with you is day by day. If at any time you feel we aren't providing you value that exceeds our price then we shake hands and part ways as friends. We will refund your money for that quarter and help you transfer your assets to your new advisor.
Let me ask you a question.
What's your time, money, and peace of mind worth?
- Does it seem likely to you that we could increase your time by at least 1% per year by managing and monitoring your retirement plan?
- Does it seem likely to you that we could increase your long-term investment return (money) by at least 1% more per year than you might obtain on your own?
- Does it seem likely to you that we could increase your peace of mind by at least 1% per year by helping you avoid financial mistakes that you might make on your own?
Here's the good news! We charge less than 1% on any money we manage for you.
All of your retirement planning needs. This is NOT a comprehensive list.
- Identify and get a complete understanding of your retirement goals
- Establish a retirement plan based on your retirement goals
- Create a diversified portfolio designed to accomplish your retirement goals
- Standing between you and your impulses to derail your plan.
- Regular rebalancing of investments to maintain Investment Plan
- Annual review and update of your plan to make sure you’re on track
- Help paying no more taxes than you legally have to
- Help solving any and all financial problems you may encounter