Our Services

Investment Management


We offer asset management services on a fee-only basis. Clients pay .75% to 1.25% off assets under management per year for our services. If you make more money we make more. Our interests are thus aligned with our clients.

Estate Planning


We also provide comprehensive estate planning services including trust planning, transfer issues, and charitable giving strategies. We will work with your current attorney on these issues or we can refer one to you if needed.

Custody of Assets


We utilize third parties for custody services. There may be transaction fees associated with these 3rd parties for these services. We do not hold any assets ourselves. For instance, TD Ameritrade is currently custodial of all of our assets.

Services

We offer asset management services, ongoing tax planning, as well as tax preparation. We also provide comprehensive estate planning services including trust planning, transfer issues, and charitable giving strategies.