Investment Management
Goals:
It’s simple – to have an expert on your side helping guide and advise on all matters related to you becoming financially successful; whatever that means for you and your family.
Services:
We will design and implement an investment strategy appropriate to your current situation, while planning the future. Clients will receive ongoing investment management guidance and services, which often include:
- Identify Investment Goals
- Understand Risk
- Select Investment Strategies
- Design an Investment Plan
- Review the Success of the Plan
- Retirement Income Planning
- Benefits Analysis
- Tax-Efficiency Review
- Estate and Wealth Transfer Planning
Through personalized meetings, video conferencing, email, and phone calls you will always know what you have and why you have it. And when there's a change to be made, we’ll explain why and how it impacts you.
Advisor Fee Schedule:
Annual advisor fees range from 0.65% to 1.25%. Fees will vary depending on the investment platform and structure of the account.
