There are two ways we can work together
Not sure if you need ongoing Wealth Management? Start with a comprehensive financial plan designed to answer all of your questions. We'll create a clear path forward toward your goals for you to implement and self-monitor.
*Comprehensive Plan (More than 5 years from retirement) - $2,500 - $4,000
*Retirement Transition Plan (Within 5 years of retirement)- $3,000 - $5,000
We’ll be your personal CFO. High touch, comprehensive financial planning coordinated with a custom investment plan for those working towards or currently in retirement. Best suited for those within 10-years of retirement OR with an investment portfolio above $500,000.
*A percentage fee determined by the size of the total managed portfolio.