Pricing and Services
I want you to better understand your own finances.
These included services strive to do just that:
Investment Management | I work closely with you to create a personalized investment strategy aligned with your financial goals and risk comfort. I’ll handle the consolidation and management of your accounts, keeping you fully informed along the way. |
Yearly Tax Planning | My income tax planning service assists you in creating a tax-efficient financial plan by understanding your taxable income and making the most of available deductions and credits. |
Social Security Guidance | I help you potentially maximize your Social Security benefits, tailoring a strategy that aligns with your unique circumstances, aiming to ensure you receive the most from the system. Especially as it relates to Survivorship benefits. |
Estate Planning | I help you plan to ensure your assets are distributed according to your wishes, providing confidence that your loved ones have a plan. |
RMD Strategies | I guide you through the complexities of required minimum distributions, aiming to ensure you meet regulatory requirements while managing your finances to support the lifestyle you desire. |
Special Needs Planning | I help you and your family answer: Do we need a trust? What happens when we go from SSI to SSDI? When does Medicare start? Should we have an ABLE account? |
Long-Term Care Advice | I will discuss your plans and if you are prepared for any health challenges that may arise. By developing a comprehensive plan, I can provide guidance to have a strategy is in place. |
An annual percentage is debited on a quarterly basis directly from managed accounts
1% on the first $2,000,000
0.5% on amounts greater than $2,000,000
Our Investment Minimum is typically $500,000 ( However, feel free to reach out and I will help in any way I can )
Designations:
CFP® – Certified Financial Planner™
CERTIFIED FINANCIAL PLANNER™ professionals are required to consider your entire financial picture when making a recommendation.
EA - Enrolled Agent
Enrolled agent status is the highest credential the IRS awards. Enrolled agents are unrestricted in what types of tax matters they can handle.