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.
CASH FLOW MANAGEMENT
INVESTING WITH A GROWTH AND PROTECTION STRATEGY
SOCIAL SECURITY TIMING
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