Helping to optimize families’ wealth for growth, tax efficiency, and risk
Financial Planning
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Financial health check
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Retirement planning
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Inherited assets/wealth transfer
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Company stock planning
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Tax planning
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College savings plans
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Estate planning
Investment Management
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Personalized allocation
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Active management
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Tax management
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Risk management
Life Insurance
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Life insurance need analysis
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Life policy options
THE PROCESS
I work with investors using an interactive data-driven online process to understand their current financial situation and progress. From this analysis we can identify areas to focus on and investment options to drive your plan's performance. We then track your net worth and plan's progress through an interactive planning portal. See the portal in action below.
Fee Structure
As a fee-only advisor, I prioritize simplicity, transparency, and alignment with your investment goals. LPL operates as an independent platform without proprietary products, enabling me to choose investments based solely on their potential to meet your objectives.
Fees begin at one percent of assets invested with LPL Financial, with tiered breakpoints as your assets increase. Standard financial planning is included in my investment process for clients with over $500,000 in invested assets at LPL. Fees are charged quarterly and deducted from your account.
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TAKE THE FIRST SET AND SCHEDULE AN INTRODUCTORY MEETING TODAY!
