We currently charge 0.75% on all money that we manage for you. That being said, a price without context can be confusing, so we ask that you read why you should work with us and then contact us for more detail and pricing specifics.
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.
Pre-Retirement Planning - What is YOUR plan to make sure you are saving enough to retire comfortably and to stay retired comfortably?
Retirement Planning - What is YOUR plan to invest your retirement money so that inflation doesn't cut your purchasing power in half during a 20-30 year retirement? Go look up the price of a stamp 30 years ago and compare it to the cost of a stamp today.
If you don't have answers to those questions then you need to talk to someone. It doesn't have to be us.
We can also help you with the following:
- 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
- Anything else that may come up