Building, implementing, and monitoring your financial plan is a constant, fluid process. I wholeheartedly believe communication is an integral part of the wealth management process. I review your plan constantly, sending weekly email updates and, of course, being available when you need to talk.

RETIREMENT PLANNING
CASH FLOW MANAGEMENT
RISK ASSESSMENT
ESTATE PLANNING
TAX PLANNING
INVESTING WITH A GROWTH AND PROTECTION STRATEGY
SOCIAL SECURITY TIMING

FEES

A firm believer in total transparency, I think fees should be clear and fully disclosed—not hidden—which is why I post my fee schedule. I aim to make the fees align with your goals so we are all moving in the same direction together. I’m not paid commission, so my approach is more goal-based rather than sales-oriented.

SIMPLY PUT? I MAKE MORE WHEN YOU MAKE MORE.

HOUSEHOLD PORTFOLIO VALUE

$0 – $ 250,000

$ 250,000 – $ 1,000,000

$ 1,000,000 – $ 2,000,000

$ 2,000,000 – $ 3,000,000

$ 3,000,000 – $ 4,000,000

$ 4,000,000+

FEE

1.25%

1.00%

0.90%

0.80%

0.70%

0.60%