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.

 

RETIREMENT PLANNING

 

We analyze your assets, cash flow and income needs to find doable solutions to a comfortable retirement.

 

 

Rancho Santana Nicaragua

 

The guest house looking out over the Pacific at Rancho Santana Nicaragua. 

Services

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