Our Financial Planning
Our practice focuses on developing financial plans and helping to implement them through ongoing advice and managing investments. A financial plan should address financial security in retirement, health care, educational funding, estate planning, managing life changes and other events. After completing a financial plan, we present, periodically review, update, and help you implement a detailed plan designed to help you seek your goals in the most efficient, tax-effective manner possible.
We usually charge a flat fee for putting together a financial plan. We are also available to provide independent advice in focused areas for an hourly fee. Clients may implement the plan themselves or use our services to put the plan into action. We typically charge a percent annually of assets under management for managing investments, which includes ongoing financial advice and no commissions.