FEE SCHEDULE

ACHIEVE THE BEST POSSIBLE RETURN ON YOUR INVESTMENT WITH US.

Portfolio Management and Financial Planning

First $500K

1.20%

$500K to $1M

1.00%

$1M to $2.5M

0.80%

$2.5M+

0.65%

HOURLY FINANCIAL PLANNING

Our hourly financial planning service specializes in retirement planning, offering expert guidance to help you achieve your financial goals. With a fee of $300 per hour with a minimum fee of at least 4 hours to start engagement, you can access personalized advice tailored to your unique circumstances without the commitment of a long-term financial planning relationship.

Our experienced advisors can assist you with a variety of retirement planning topics, including:

  • Retirement income strategies: Develop a plan to ensure your retirement savings last throughout your lifetime.
  • Social Security decisions: Maximize your Social Security benefits by making informed claiming decisions.
  • Determining appropriate tax strategies: Minimize taxes in retirement through strategic planning such as the “Frank Duke Method,” 1031 Exchanges and Roth Conversions.
  • Estate Planning: Ensure your assets are distributed according to your wishes and minimize estate taxes.
  • Investment recommendations: Build a diversified investment portfolio aligned with your retirement goals.

LATEST INSIGHTS

From Real Estate to Retirement

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FROM REAL ESTATE TO RETIREMENT How a 1031 Exchange powered their move from landlord to Retiree, providing more income and less stress. Sometimes it’s hard to quantify the work that I do for clients—measuring outcomes from financial planning can be a tricky thing. Sure, I can track income tax savings or investment portfolio growth, but…

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Trumps New Tariff Policy

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TRUMP’S TARIFF TIRADE What a week it has been—actually, what a whirlwind the last 48 hours have been! Given recent developments, I wanted to share my thoughts with clients and friends of EntryPoint Wealth Management. My goal is to offer some perspective that may help you navigate these changes with a more positive outlook. I’ve…

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Couple Reviewing Retirement Plan

Strategies to Reduce Income Taxes in Retirement

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Strategies to Reduce Income Taxes in Retirement A core philosophy at EntryPoint Wealth Management is to reduce our client’s income tax paid throughout their lifetimes. Advising clients on their tax situation is often considered a no-go subject in the financial industry. However, I feel the first step in providing quality advice to clients is understanding…

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Quarterly EntryPoints: Q4 2023

Quarterly EntryPoints: Q4 2023 Hopefully you have enjoyed a great start to 2024 and are progressing on your journey to pursue your life goals and build wealth. Many of the themes we saw at the end of 2023 have continued into the new year. We plan to pay close attention to geopolitical concerns, The federal…

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Buying a Home: Interest Rate Changes

Buying a Home: Interest Rate Changes In the past few months, I have been engaged by a handful of clients for help regarding a real estate transaction. The decision to sell a home and embark on a new chapter–especially during retirement–is a significant milestone with unique financial considerations.   Mortgage Interest Rates have dramatically increased…

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Quarterly EntryPoints: Q3 2023

Quarterly EntryPoints: Q3 2023 With year-end fast approaching, now is a great time to review your investment portfolio, retirement goals, and assess year-end tax planning opportunities. Here are the 3 key points from Q3 that you need to know regarding investment markets so you can achieve more successful results in 2024. Point 1: The Magnificent…

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LET'S ACHIEVE MORE, TOGETHER.

Our goal for you is that through our partnership, we create a calm in your financial life enabling you to engage in the more important aspects of your life. Contact us today to start your financial journey.