We have investments scattered here and there, but we cannot watch them like we should. How can we do better?
When you choose our investment management services, we develop and monitor a diversified investment portfolio. Most clients do not have the time, knowledge, or desire to tackle that task. We will review all your investment accounts: IRA, 401(k), 403(b), and taxable accounts. We will develop an investment plan to help determine which specific investments are appropriate to keep and what investments could be purchased to upgrade the quality of investments and increase diversification.
We provide fee-only financial advice to our clients on all our services. This means that we do not accept any commissions. Our fee-only approach lets you know exactly what you are paying and how it affects your return.
Your investment plan considers tax consequences of any proposed sale, and any fees for consolidating or moving accounts. We feel it is important for you to know and approve all aspects of your investment