Planning and Investment Management Services

Let me help you create a "plan with direction"

Let me help you create a "plan with direction"

Retirement is a significant milestone in life. It can be both exciting and nerve-wracking. But with my professional guidance, you can confidently navigate this new phase of your life and work toward your retirement goals.

I take a personalized approach to retirement planning. I understand that everyone's retirement goals are unique, so we begin by identifying your specific goals and defining what a "happy" retirement means to you. We then work together to figure out what you need to pursue those goals, identify potential risks, and develop strategies to help you avoid potentially expensive mistakes and weather any storms that may come your way.

With my smart retirement strategies, I hope to help you:

  • Manage risk as you transition from generating an income to living off of your assets
  • Identify efficient ways of drawing from your assets
  • Keep your assets safely generating returns
  • Stress-test your income based on different scenarios, so you're prepared, not surprised
  • Protect your estate even after your gone, so that your family is well set up to build generational wealth
Tailor-made plans to keep you on track

Tailor-made plans to keep you on track

No matter how complex your financial situation is or what your retirement goals are, we are here to help. We offer comprehensive retirement planning services that go beyond simple investment management and occasional phone calls. Our goal is to reduce your financial stress so you can focus on pursuing your retirement dreams.

Together, we will:

  • Formalize your retirement goals and set a course for your financial future
  • Find potential penalties or financial pitfalls and plan around them
  • Act on objective advice specific to your financial life
  • Coordinate your entire financial life by establishing strong relationships with everyone on your "team" e.g. attorneys, CPAs, and more.
  • If necessary, find specialists that will meet your needs

We're committed to helping you pursue the retirement you deserve. Let us help you plan for your future so you can enjoy the retirement you've always dreamed of.

Personalized pricing to meet your needs

In order to maintain great client relationships, I believe in providing open, honest communication of our fees and services. However, every client has unique financial needs and goals. Your fees will depend on your specific situation, but some common scenarios are listed below. More complex situations will be evaluated on a case-by-case basis.

Renewals are generally half of the initial fee. Please note that added complexity may result in an appropriate adjustment of pricing. We will let you know the actual price before you commit to our services.

Basic

Single or couple with 1 to 2 workplace accounts, no trust or investment properties


$2500

for plan and first year of service.

Advanced

Single or couple with more than 4 investment accounts, stock options, or properties


$5250

for plan and first year of service.

Entrepreneur

Entrepreneur with a private business or multiple real estate holdings in one state


$7500

for plan and first year of service.

Asset Allocation

For clients who need help picking the funds in their 401(k) or other retirement accounts


$2250

for plan and first year of service. 

Proud to support veterans

Proud to support veterans

As a Navy veteran, I am deeply familiar with the specific challenges facing those who have served when looking toward retirement.

I am proud to offer discounts for veterans and those whose money we manage. I also offer discounts for annual service or specific situations. Please contact me to learn more about our pricing and discounts.

My goal is to provide personalized retirement planning services that meet your unique needs and help you pursue your retirement dreams. Contact me today to learn how I can help you plan for a happy retirement.