Frequently Asked Questions

We favor investments that have the potential to improve the risk/reward trade-off. We use low-cost, tax-efficient Exchange Traded Funds, Individual Stock Portfolios, Structured Products and Long Term Care Insurance.

We believe the best results come from a thoughtful mix of high and low risk investments that correspond with your short and long term retirement goals.

Yes, we act as a fiduciary on all of our professionally managed account relationships. For those desiring Insurance solutions, we also offer brokerage services as a complementary service.

Yes, we currently offer managed account services through either LPL Financial or Fidelity Investments. They would provide record keeping, tax reporting and online portals.

Although our focus is on individuals and couples, on some occasions those individuals happen to own their own business. But we do not focus exclusively on business-only clients.

Although our focus is on individuals and couples, on some occasions those individuals happen to own their own business. But we do not focus exclusively on business-only clients.

Our stated minimum is $500,000 however we do maintain some relationships on a fee-basis for select applicants so please contact us to determine if this may apply to you.

We typically charge 1.0% annually on the size of the investment portfolio that we manage for you but discounts do apply for large balances. Our primary method for billing is from within the account on a quarterly basis.