We are changing the way financial advice is given. We specialize in retainer based financial planning with no assets required to become clients. This is unique for the financial services industry and allows all asset platforms to be utilized to help a client reach their goals. Flat fee, annual retainer, with NO assets required to be managed by us. Sometimes where you have your money is where it might belong but that doesn't mean you don't need advice you can trust. Our clients like our CFP® lead planning and the no-conflict with product sales advice.
What's in it for me?
As you get more successful, life gets more complicated. Our mission is to make it simpler so you can focus on what's important to you.
What do High net worth retirees, working executives, and business owners want?
- integration of the advice of their various "experts"
- an accurate, real time dashboard of where they are.
- the information to make better decisions
- advice that is not tied to buying products
- a true, TRUSTED advisor
- their money in the "best place" without being forced to move it to a new advisor.
- sophisticated real world solutions for someone with their financial resources
- access to the programs and strategies that are suitable for them
- retainer based planning,
- flat fee, annual bill
- no push towards product based commissions
- no required assets to be managed.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Calculating your potential Social Security benefit is a three-step process.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are hundreds of ETFs available. Should you invest in them?
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here is a quick history of the Federal Reserve and an overview of what it does.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.