FREQUENTLY ASKED QUESTIONS

While the majority of our clients are financially independent or are striving to retire before the traditional retirement age of 65, we also work with mid to late-career professionals, and DIY investors with complex planning needs.

Yes!  In fact, a majority of our clients are outside of the Richmond area.  We serve families virtually around the country.

We offer individual and trust tax preparation services to our ongoing planning and investment management clients for an additional fee.

No.  While there is no requirement that we manage any of your investments, our pricing structure generally is best suited for individuals with at least $800,000 or more.

The last trip my wife and I took before our daughter was born was to Australia and New Zealand.  Manuka (mah-noo-kah) is the Maori name for leptospermum scoparium, a common tree in New Zealand which is used to make popular Manuka honey (Maori are the indiginous Polynesian people native to New Zealand.)  Manuka bark is believed to have a relaxing and calming effect on the body and mind and enhance sleep.

No.  While we ask that our ongoing planning and investment management clients commit to us for at least 12 months, you are free to terminate your relationship with us at any time.  We will return any unearned fees and will remove ourselves as your investment advisor if you have us linked to manage any accounts.

Absolutely.  While the financial industry tries to water-down the true meaning of a fiduciary, we will always act in the best interest of our clients.

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LEARN MORE?

CONTACT US