RETIREMENT PLANNING &
INVESTMENT MANAGEMENT

We’re here to provide clarity and objective advice
for just about any financial question you may face.

__________________________

RETIREMENT PLANNING &
INVESTMENT MANAGEMENT

We’re here to provide clarity and objective advice
for just about any financial question you may face.

__________________________

We help you answer the following questions:

Are you saving enough to retire? Will your savings last your lifetime? Are you paying too much in taxes? Are you working longer than you need to? (or not long enough?) Are your investments properly diversified? What should you do for health insurance before you’re eligible for Medicare?

We help you answer the following questions:

Are you saving enough to retire? Will your savings last your lifetime? Are you paying too much in taxes? Are you working longer than you need to? (or not long enough?) Are your investments properly diversified? What should you do for health insurance before you’re eligible for Medicare?

SERVICE INCLUDES:

  • Investment management
  • Tax efficient accumulation and withdrawal strategies
  • Retirement planning
  • Investment allocation and diversification strategies
  • Insurance and risk management
  • Stock option evaluation
    (RSUs, PSUs, NQOs)
  • Tax planning
  • Planning for health care costs
  • Social Security planning
  • Employee benefit planning
  • College planning
  • Career planning and transitions
  • Major purchase planning
  • Legacy and philanthropic planning
  • Relocation decisions
  • Estate planning with your attorney
  • Other financial questions as they arise

COST

$2,650* per quarter ($10,600 per year) flat fee plus a one-time upfront fee of $950.

After the initial financial planning process of 2 – 4 meetings during the first few months of becoming a new client, this service includes up to 3 meetings per year: a focused tax meeting (February), a focused topic check-in meeting (summer), and a comprehensive financial plan update (fall). Also included are phone calls and emails as things arise throughout the year.

Service also includes investment management for up to $5 million at no additional charge. Above $5 million may result in a higher fixed fee.

*Fee may be higher if you have a taxable estate (currently about $13 million for individuals and $26 million for couples at the federal level, although some states have an estate tax with lower thresholds), are an owner of a complex business, require more meetings, have private investments that necessitate additional analysis, have multiple rental properties and/or have a complex financial life.

READY TO GET STARTED?

SCHEDULE A CONSULTATION

READY TO
GET STARTED?

SCHEDULE A CONSULTATION