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7515 Halcyon Pointe Drive
For those clients who are seeking a thorough review and assessment of their financial planning goals, we offer Comprehensive Financial Planning.
We will prepare a comprehensive analysis of your existing financial situation, quantify and prioritize goals, identify deficiencies and recommend specific, customized solutions. Your plan will address the following topics (if applicable):
The fee for a comprehensive financial plan is dependent on the size of the estate and the complexity of the assets and issues. Fees are generally provided at the end of the initial consultation meeting, once we have reviewed your situation in detail.
For clients who are looking for ongoing and continuous investment management and financial planning services, we offer an Investment Management relationship.
In this structure, we will design a customized investment strategy based on your investment time horizon, risk tolerance and cash flow needs.
Once we have mutually agreed upon an investment strategy through a written Investment Policy Statement, we will implement the strategy, monitor and assess your account, rebalance the investments periodically and provide quarterly performance reporting and aggregated account holdings.
As part of the Investment Management relationship, we provide financial planning advice on issues relevant to your situation. This can include general estate planning advice, insurance issues, tax planning, retirement and education planning and many other topics that come up over the course of the Investment Management relationship.
For those clients who are seeking help or advice on a specific issue or concern, and who do not want an ongoing investment management relationship, we offer an hourly consulting service to address your specific needs.
For example, we can offer a second opinion on your investment strategy, calculate savings goals, and provide information on education or retirement savings plans and many other areas.
In this relationship, you tell us what you need and we will provide whatever analysis, research or data comparisons are necessary to address your concerns and answer your questions.
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