Managed investment portfolios for hands-off investing (0.5% annual fee, minimum $250 per year)
Personalized, low-expense portfolio crafted according to your goals
Options strategies to generate income if suitable for client’s risk tolerance
Hourly financial consulting ($160 per hour)
Portfolio review
Help with specific projects and questions
Topics include: investments, tax strategies, education planning for children or adults, retirement goals and requirements, cash and debt management, employee benefits, and estate planning
Retirement plan and cash management consulting for small businesses ($160 per hour)
Complete guidance, planning, and analysis of small business retirement plan options
Contact us for a free call to learn more about our services.
