Services
Customized Solutions
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.
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.
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.
I help you plan to ensure your assets are distributed according to your wishes, providing confidence that your loved ones have a plan.
I guide you through the complexities of required minimum distributions, seeking to ensure you meet regulatory requirements while managing your finances to support the lifestyle you desire.
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?
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.
Complete Support AUM Fee Schedule*
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 )
Estate Settlement Support – $2,000 one-time payment
Direct Debit From Trust or Estate Accounts or ACH/Debit/Credit Card
We can help you create a “next step action plan” based on priority for all estate issues. In partnership with your estate attorney, we can assist the executor with record-keeping, asset & creditor organization, beneficiary communication, and distribution guidance. We can serve as the advisor of record for trusts slated for future distribution and offer tax advice to beneficiaries on inheritance implications. We can act as a liaison with you during calls to insurance companies, financial institutions, government agencies, and other professionals.
Referrals to Estate Attorneys and Accountants are available upon request; additional charges apply for their services. Note: Supportive Financial, LLC is not an attorney and is unable to give legal advice, probate estates, or draft legal documents.