Fee-Only - We Do Not Accept or Solicit Commissions
Individual Securities Practice
Tax preparation as part of service
Financial Planning as a compliment to Investment Management
Served as a Commissioner on the CFP(R) Board of Standards Disciplinary & Ethics Commission
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Phone appointment - 1st hour at no charge in order to see if the relationship is a fit
Second appointment - What is the client objective. Can we meet the objective? Financial Plan? Investment Management? Tax Planning? Income Planning?
Third Appointment - If we are a fit, set a detailed and formal plan to meet client's needs.
MBA, and a CFP(r).
20+ years in the Financial Services Business
Business owner and specialist in small business retirement planning - cash balance and defined benefit
Tax Planning to increase income and reduce needless costs associated with mutual funds or ETFs.
Once a relationship is established, if it involves investment management then the financial plan and tax preparation are parto f the service. One fee for all services, usually assets under management.
Was a business owner, lost the ability to continue the business as it was growing faster than I could financially. Unfortunately, I realized only too late that I needed to know more about Finance and Investing.
Individuals for the most part.
Business owners and Professionals too busy to insure that they are taking advantage of the markets, taxation, and investment opportunities.
We work well with owners that want the results but don;t have the time or inclination.