Financial Planning

Investment Management

Your investments should be built around your financial plan, not managed separately from it.

We decide how much of your portfolio should be positioned for long-term growth, how much should remain more stable for upcoming needs, and where each investment should be held to optimize for taxes.

We build a custom portfolio using low-cost, diversified funds. From there, we handle all the ongoing work, including investing new cash, rebalancing, tax-loss harvesting, and making changes when your goals or circumstances change.

We are not trying to predict every market move or constantly change the portfolio. The goal is to build a strategy you understand and can stick with over the long term.

Tax Preparation

We prepare taxes so that you have access to one professional for all your planning, investing, and tax needs. Whether you’re an individual or a business, we ensure timely & accurate filing of your tax returns. We partner with outside CPA’s and attorneys when necessary for extra complex situations.

Pricing

Fees are paid monthly and can be deducted from investment accounts. We do our best work with clients who have over $500,000 in investments, or an annual income above $200,000.