Financial Organization
Simplify
Streamline

Tax Strategies
Creative Tax Reduction
for Businesses and Individuals
Retirement Planning
When can I retire?
How do I retire?
Then what?
Simplify
Streamline
Creative Tax Reduction
for Businesses and Individuals
When can I retire?
How do I retire?
Then what?
For businesses and individuals. Get creative ideas and strategies to protect yourself from taxes and liability.
Make sure your money is working for you. It's cliché, but it's important. We help with optimizing risk, performance, fees and taxes.
Define a retirement lifestyle and learn what it takes to make it happen. Then make it last.
We all have one life to make our impact, build relationships, and create memories. Take the time to enjoy your surroundings while working towards achieving and maintaining financial independence. Preparing for your future does not mean sacrificing the present.
Maximizing a retirement lifestyle requires investment planning and a disciplined approach. Our guidance is tailored to meet your needs and to keep your goals in sight.
The next generation often needs support along the way. You've worked hard to build a financial foundation for your family, we can help make your legacy carry on for years to come.
Business owners looking for strategies on business structure, taxes, and liability.
Individuals and families looking for investment management and/or retirement planning.
Diversification is the foundation of any strong portfolio. This means to invest in a variety of areas in order to spread out your investments and reduce risks.
The ups and downs of the markets can be an emotional roller coaster. It's extremely important to take on a level of risk that you can accept. This is a difficult task to define for yourself, but our conversations will help to arrive at a comfort level that's right for you.
Matching investments to a time horizon is crucial for any investor. We don't want anyone to delay a major decision or purchase because of current market performance. Planning ahead with the right timeline can eliminate this issue.
We understand no one can see the future, so we certainly cannot predict short term performance. Our strategies include a long term view and historic fact-based evidence, while avoiding quick reactions to media headlines.
Behind every great wealth management plan is always a driving purpose. No two families are the same. We want to know what's truly important to you, and help you figure out how to maximize it.
INVESTMENT MANAGEMENT
To manage investment portfolios, there is a minimum of $250,000. Our fee is generally 1% of portfolio assets per year, and it reduces at certain breakpoints.
Our team leads an investment committee consisting of 10+ financial professionals that meet weekly for sharing ideas and hearing from economists, analysts, and portfolio managers of the largest investment firms in the world. This committee was built to achieve the ideal balance of risk, performance, costs, and taxes for our clients' portfolios.
When delegating investment management to our team, you should immediately feel a weight lifted from your shoulders.
FEE-ONLY PLANNING
We are comprehensive planners trained in all areas of personal finance.
We offer tailored advice detached from biased recommendations.
This includes various levels of financial planning, retirement planning, and business consultation.
The fee is determined by the complexity of the situation and the work/expertise involved. That fee generally falls between $5,000 - $15,000 for a year of planning services.
It's optional to renew the contract each year, but not required. The fee can change from year to year as your needs change.
This arrangement often has us working with your CPA or attorney. If you don't have a team in place for something that we recommend, then we can connect you with a professional that we trust.
If our team is already managing an investment portfolio of at least $500,000, our planning service and tax strategies may be included in that 1% fee.
An intro meeting to explore the possibilities is always free.
We'll make sure all details of the arrangement and costs are fully transparent before any decisions are made.
Send us a message if our services fit your needs.