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