The Advantages of Paying Someone to Manage Your Investments
Find the joy hidden in retirement spending
You have worked hard your entire life. Allowing a professional to partner with you in managing your finances gives you more free time, so you can live the life you have always wanted to live.
Because we answer your questions and address your specific concerns you will have more confidence in making wise decisions, and that confidence helps wipe away your anxiety.
Protection for your family
As a trusted advisor we have an intimate knowledge of your financial situation, so if anything ever happens to you; you can know that we are there to help you and your loved ones navigate through the situation.
Protection for your wealth
Since we use well-diversified portfolios that are simple to understand, we can help you produce a portfolio paycheck to have the income you need to run your life, while also dampening the effects of many kinds of uncertainties or hardships.
Your financial success is much more than investment success.
A quality financial advisor should advise on the entire scope of your financial situation. That includes not only investing, but also taxes, estate planning, cash flow and emotional discipline during market turmoil.
How We Charge
- It is unwise to pay too much...But it's worse to pay too little. When you pay too little, you sometimes lose everything because the thing you bought was incapable of doing the thing it was bought to do. - John Ruskin
Because we design low-cost portfolios that are fully diversified, tax efficient, and intended to be held forever, you can capture your fair share of the global market returns.
We are a fiduciary so you pay for advice designed to help you reach your financial goals.
We are a fee-only firm, which means we are not compensated for trading or product sales. We offer conflict free advice.
Our fees are based on assets under management, and depending on the program, will include investment management through comprehensive financial planning or investment management. Clients can select from our Premier or Select programs to suit their needs.