Fee-based comprehensive financial planning for medical and academic communities.
A Comprehensive approach to all your financial services
Our difference is our approach. We are your personal financial CFO. We work with you to create clarity around your goals, expectations and time line. We then act as a personal project manager to determine the activities, realistic costs (financial, time, value and energy) and resources needed to meet your objectives efficiently and cost effectively. Finally we provide recommendations so you can manage and make changes as needed.
Cash Flow management
Tax Planning Strategies
Retirement Income Planning
Asset Protection Strategies
Estate Planning Strategies
Asset Transfer strategies
Risk managed portfolios
Investment Policy Statement
Making sure all accounts are aligned
Employee retirement plan management
Employee benefits review
403b, 457, 401K
Incentive Stock options
Non-Qualified Stock options
Fees starting at $50 per month based on income and complexity.
.5 - 1% based on investment account balance
Price quoted based on project at $100 per hour.
Working in the your best interest
Complete fee and services disclosure
Services based on need
Personal financial planning portal
Local or Virtual
Convenience of meeting directly or virtually depending on your schedule and availability
Focused on You
Focus on solutions that are right for you and your family
Diversified portfolios designed to let the power of the markets work for you
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."