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.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Investors who put off important investment decisions may face potential consequence to their future financial security.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Term insurance is the simplest form of life insurance. Here's how it works.
Five strategies for managing your student debt.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Here are 4 great, and sometimes unexpected, places to raise a family.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
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
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here’s a crash course on saving for college.
All about how missing the best market days (or the worst!) might affect your portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Smart investors take the time to separate emotion from fact.
Pundits say a lot of things about the markets. Let's see if you can keep up.