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.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Second marriages are a trigger event to revisit any existing estate strategies.
For many, retirement includes contributing their time and talents to an organization in need.
When to start? Should I continue to work? How can I maximize my benefit?
At what point can you call a personal vehicle commercial?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
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.
Even low inflation rates can pose a threat to investment returns.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.