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.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If you find it hard to attain personal life goals, there’s an app for that!
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Knowing your options when a CD matures can help you make a sound investment decision.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
It's important to understand how inflation is reported and how it can affect investments.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.
Do you know these three personal finance sayings?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.