Our Areas of Expertise
A consolidated list of our areas of expertise. Don’t see your issues covered below? Contact us and tell us about your needs.
Financial Planning
Diversify Income
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Defend Against Market Volatility
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Retirement Goals
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Wealth Management
Fiduciary Advice
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401(k) Investment Selection
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Portfolio Allocations
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Retirement Planning
Investment Allocation
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Rebalancing Portfolios
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Estate Planning
Tax Considerations
Every couple enters into their marriage thinking that it is forever, yet a great many marriages end in divorce. Whether one party was at-fault in causing the divorce or the couple simply came to realize they have irreconcilable differences, a divorce is sometimes the best move the couple can make for their happiness. We’ll help steer you through the process.
Charitable Contributions
We represent fathers in divorce, child custody and paternity cases to make sure they are receiving good advice and excellent representation.
Frequently Asked Questions
You can expect an honest conversation with minimal preparation from you. Depending on the context of how we set up that first meeting, you most likely won’t be required to bring anything to that time together. We’ll talk mostly about your desires, your view on money, and how you want to use your resources to fund your future. We’ll discuss steps you’ve taken, are currently taking, or plan to take. And then we’ll talk about if we feel that we can be an asset to you in your stewardship journey.
This meeting is always free of charge and obligation – we want to provide a platform where you can honestly evaluate us, get to know our approach, and feel confident in moving forward. Likewise, we want to ensure that we feel we can deliver value to your situation and see the potential for a long-term relationship together.
Your funds will be held at the brokerage of your choice but we can help you choose a brokerage firm, if desired. We typically encourage clients to consolidate their investment accounts, where feasible, for ease of record keeping.
While we are granted a limited power of attorney (LPOA), we never take control or possession of your assets. You maintain full control of your account at all times. An LPOA typically only allows us to view your account and authorizes us to make trades within the account, upon your request.
Our fees are exclusively based upon assets directly under our management. We receive no additional pay for our financial planning nor do we receive any other commissions or fees from any other parties other than our clients. Fee table for your advisory practice will go here.