We have the ability to oversee and provide reporting on accounts from thousands of financial firms and institutions. That ability to aggregate those accounts allows you to see your money all in one place and allows us to coordinate your investments—from 401(k) plans to brokerage accounts—into a cohesive financial plan, optimized to meet your financial goals.
Although we do not sell insurance or annuities, we do help clients evaluate those products, determine how they might meet their needs and refer them to trusted experts who specialize in these financial tools. Our experienced team members can review any annuity or insurance policy you might currently own, and analyze any products you’re considering, to ensure that they’re appropriate and complement your financial plan.
There is no charge for our initial discovery and financial planning meetings. We think it’s important for you and our team to get to know one another before we make a mutual commitment to work together and before we begin charging for that work.
We prefer new clients have an asset minimum of $400,000. We have a separate fee schedule for individuals which also covers trusts, businesses and institutional clients. There is another fee schedule for 401(k) plans. Please contact us to learn more about how we typically work with clients.
Absolutely. We have a number of clients who work with us remotely, from other states and even other countries. Increasingly sophisticated digital tools—from online portals and screen-sharing programs to video conferencing technology—allow us to bring the same level of attention and service to clients, whether near or far.