portfolio / investment management

Trying to figure out if you have enough money to retire the way you want can be stressful. Our team of expert advisors can help you determine when the best time is for you to retire based on your circumstances and financial goals. Our advisors want to help you have confidence and security in your retirement plan so that you can retire when you’re ready with peace of mind that you can retire the way you want. If that is not possible, then your advisor can help you make a suitable plan that works for you.

Our fees are calculated based on your assets under management (AUM) with us, with a minimum of $1000, quarterly. The overall effective rate decreases as the AUM increases, and the fees are typically taken directly from your investment accounts on a quarterly basis.

Under this model, you will have access to all of our services and team. To view our client advisory agreement, click here.

The first step is to schedule an intro call. 

Next, you will have a free consultation in our office. If you are local, we would love to meet with you in person, but we can accommodate you virtually if you prefer.

Thereafter, it is up to you if you want to schedule a second consultation to continue the conversation.

If you are ready to engage our firm, we will set up a meeting to sign the necessary documents and get you started on your journey as part of our client family! 

On your introductory call, our consultant will ask you questions to get to know your story and financial goals.

If you want to prepare, the most thought provoking question you will be asked to answer is: “If we were meeting again 3-5 years from today, and you were looking back over time–what would need to happen to be happy with your financial progress?”

Our consultant will also ask you about your pain points, whether you have worked with a previous advisor, what success looks like when working with an advisor, any debt you might have, income streams, investments and your retirement plan. Our consultant will spend time addressing your questions and, if you request it, will set up a free follow-up consultation with one of our advisors. 

• You lack confidence in your current financial plan and want to know what you don’t know to help remove uncertainty and bring security.
• Managing your assets has become increasingly stressful on your own.
• You are unhappy with your current advisor.
• You want to collaborate with a financial professional before making big financial decisions, such as deciding when to retire.
• You realize you have handled most (if not all) of your investments, and your spouse needs someone they trust and can turn to for help if they outlive you.
• You retire or change employers.
• You need help deciding when to take your Pension or if it’s better to take the lump sum payout. 
• You want advice on a tax planning and minimization strategy when it comes to managing your investments. 
• You have a large amount of cash, such as after selling property or a business. 
• You receive a significant inheritance.

• You’ve probably heard the quote, “If you want to go fast, go alone. If you want to go far, go together.”
  • Making decisions with a trusted financial advisor has proven time and time again to provide better outcomes than making decisions without a financial advisor. 
• Please don’t take our word for it. Just search Google (or a different search engine if you prefer) with the phrase,
  • How much higher are the returns for investors who work with a financial advisor?
• In a study done by Vanguard found that “advisors can potentially add 3% or more to a client’s net investment returns by picking cost-effective investments, behavioral coaching, and more.”
  • You might be surprised to see how much faster investments can grow over time, with an annual 3% increase.
• Consider asking a friend who has hired a financial advisor why they hired one. And while you’re at it, check out our Google reviews online, where many of our clients shared why they hired us.