Services
Financial Planning + Investment Planning Services
You want a full financial plan, access to financial advice as needed, revisions of your financial plan as life changes and you don’t want to handle the investing yourself. You want to build trust with someone who knows your story well. You're really looking for a professional that will guide you over the longhaul on these key financial planning components:
1
Retirement Planning
2
Cash Flow
3
Investment Strategy
4
Tax Planning
5
Risk Management
6
Estate Planning
Mutual Fund Fee Structure
This is charged as a percentage of assets that I manage for you. Depending on the investment vehicles we choose that align with your goals and risk tolerance, the total can range from 1% all the way up to 2.25%. You will know the total in the investment proposal stage and the why, before the cost is yours to bear. It is not an out of pocket expense, it’s charged directly to the investment account on an ongoing basis. In other words, your invested dollar value over time will be money you put in, plus market changes, minus fees.