What types of clients do you work with?
While I have some clients who break the mold, most of my clients fall into three categories. They are either high-income earners, pre-retirees within five years of retirement, or retirees. The first group usually has a household income above $250,000 and investable assets above $500,000. The other two groups typically have an investable net worth above $1 million.
Why do you work with those groups of investors?
Tax planning may be as critical as asset management and financial planning for the investors who choose to work with me. It’s why I became an Enrolled Agent and spend a great deal of time on this topic with them.
What services do you provide?
- Financial Planning – Goal-based financial planning, cash flow and debt analysis, and portfolio management. All of the traditional services you think of with a financial advisor.
- Estate & Legacy Planning – We’ll make sure your estate plan reflects your financial plan. We will either work with your estate planning team or help put one together for you.
- Risk Management – We’ll work to help you better understand the insurances you have and point you in the right direction for the ones we think you may need. We’ll also ensure your tolerance for risk aligns with how your assets are invested.
- Tax and Income Planning – We’ll discuss projected income or income needs for the upcoming year and work with your tax professional to ensure your financial plan aligns with your tax planning.
How will I know if we’ll be a good fit?
How do I pay you and what am I charged?
Still Have Questions?
Schedule an intro call at a time that’s convenient for you