Included in your comprehensive financial plan are specific written recommendations regarding your investment accounts. We will analyze your current positions and prepare reports that compare your portfolio risk, past returns, tax efficiency, and fees to their appropriate benchmarks. We will then recommend alternative strategies to help you better align your portfolios to your financial goals.
We work for you as an independent advisor on a fee basis and offer no proprietary products. We are very conscience of fees and taxes, and our goal is to be as efficient as possible.
Once your accounts are established, we will create a service schedule and offer regularly scheduled meetings to review your plan and help you stay on track. In providing investment advice, we feel that our independent process will help to plan and fund your financial goals.