We structure our services into two different areas, investment management and financial planning. Most of our clients want us to handle both, however for clients who are looking for one or the other, we have outlined the services below.
Have questions or ready to work together?
Investment Management Services
- Investment Policy Statement
- Discretionary Management
- Account Rebalancing
- Asset Location Review
- Socially Responsible Portfolios
- 529 College Savings Plan Management
- Funding Adjustments
- Retirement Account Management
- 24/7 Online Account Access
- Quarterly Statements
Financial Planning Services
Review each type of planning below.
|Cash Flow Management|
|Property & Casualty Insurance Analysis|
|ID Theft Support|
|Award/ Frequent Flyer Travel Planning|
|Tax Preparation (1040s, Schedule A, B, D only)|
|Estate Planning, Design and Management|
|Digital Estate Planning|
|Life, Disability and Long Term Care Needs Analysis|
|Expatriot and Sabbatical Support|
|Portfolio Value*||Annual fee**|
**Minimum fees may apply.