Personalized Financial Planning & Investment Advice
High quality investments, personalized planning and peace of mind for the long term.
A Registered Investment Advisor
Client investments executed thru Charles Schwab, Inc.
In 3 Steps:
What Sets Us Apart?
A lot, but in a nutshell
We are obsessed with the highest quality lowest cost investments. Remember, you don’t just pay a fee to your advisor, you pay a management fee to the mutual fund. Our funds charge on average 0.05%, compared with 10x that in the industry.
We are always a phone call, text or email away on any question you may have. Want to invest in a start-up, refi your house, do some estate planning…just call.
We charge a flat transparent annual fee of 0.75% of your portfolio. Check around and you’ll find this is very competitive, particularly in terms of the service offering (everything you see here).
We are fee only, no commissions, no selling insurance or annuities. We a a registered RIA and your legal fiduciary.
Comprehensive financial planning in cloud-based real-time accessible software. Always know how you are tracking to your financial plan with Monte Carlo simulations and real-time updates with market.
Your investments are secure at Charles Schwab, where the latest and greatest technology is utilized, including phone Apps to see your investments real-time always.