Services

Managed investment portfolios for hands-off investing (0.5% annual fee, minimum $250 per year)
- Personalized, low-expense portfolio crafted according to your goals
- Options strategies to generate income if suitable for client’s risk tolerance

Financial advisor/planning virtual consultations from the comfort of your home ($480 flat fee)
- Complete consultation package, including: investments, tax strategies, education planning for children or adults, retirement goals and requirements, cash and debt management, employee benefits, and estate planning

Hourly financial consulting ($160 per hour)
- Portfolio review
- Help with specific projects and questions

Retirement plan and cash management consulting for small businesses ($160 per hour)
- Complete guidance, planning, and analysis of small business retirement plan options