We are a fee-only financial planning and investment advisory service. Our primary services include:
• designing, implementing and reviewing investment portfolios for individuals
• comprehensive financial plans
• retirement planning
• estate, charitable giving, legacy planning
• insurance needs evaluations
There are three service structures we use to provide this advice to our clients:
• fixed projects -- for example, a written comprehensive financial plan, or a one-time portfolio review
• hourly consultation -- we can discuss anything you like, review your portfolio, plan how to spend less and save more, and a written summary of action items may be provided at your request
• ongoing portfolio management -- regular review of an investment portfolio, including a target asset allocation, measurements of the portfolio's deviation from that target, and regular rebalancing to keep the portfolio on track