Financial Planning Options
We can recommend, and you can choose, the type of service that works best for you.
Comprehensive Financial Planning
We can prepare a comprehensive analysis of the current situation, help you identify and prioritize your financial goals, and work with you to develop a Financial Plan that provides a path to meeting your goals. This plan would address topics like:
We charge a flat rate for a Comprehensive Financial Plan that depends on the complexity of your financial situation.
We can also consult with you on an hourly basis to help you with specific questions. Ask John for a quote on hourly consulting!
Investment Management Services
Our customized investment strategy will be based on our independent research and analysis of your specific situation. We provide:
- Portfolio Rebalancing
- Quarterly Performance Reporting
- Withdrawal Impact Analysis
- Testing of Asset Allocation Strategies
- Consulting on Financial Planning Issues
As a Registered Investment Advisor firm, we charge a fee for management of your assets. We do not charge a commission for products we purchase for you. We have no reason to recommend one product over another unless it benefits you by increasing the size of your portfolio. Our fee is a small percentage of your assets, from 2% to 1/2% annually, depending on your portfolio size.