package options
Planning Only
You want someone to review all your finances and provide you with a plan.
You want to know:
- Answers to multiple "what-if" scenarios ( what happens to my income if I move to another state or give my children some of their inheritance now instead of later).
- Stress tests your assets again possible inflation or future tax hike possibilities
- Optimal withdrawal strategies from your different type of account
- Consequences to your estate if you opt for a Roth conversion
- How to maximize your Social Security income
- Tax ramifications for your investment choices
But you don't want to move any money around right now. No problem. We charge a one-time fee of $4,500 for the entire process. There are no hidden fees or additional amounts to complete the process, and best of all, no sales pitch to try and make you move your money. We work for you.
Planning and Investment Management
Everything above and you want us to manage your investments as well. We run each portfolio through a nationally renowned stress test software platform and update them every six months to adjust for market conditions.
Assets under $500,000 are charged 1.5% per year
Assets $500,000- $1,000,000 are charged 1% per year
Assets over $1,000,000 are charged 0.8% per year