FEE SCHEDULE

ACHIEVE THE BEST POSSIBLE RETURN ON YOUR INVESTMENT WITH US.

Portfolio Management and Financial Planning

Up to 1 Million

1% (Annually)

1 - 2.5 Million

0.9% (Annually)

2.5 - 5 Million

0.8% (Annually)

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 $250 per hour, 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

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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Stories from ’23 Tax Season

Stories from ’23 Tax Season One of the wisest men in the history of our society said, “The hardest thing in the world to understand is the income tax.” And I will agree with Albert Einstein. Over my tenure advising clients, I have realized that there are few sources of actionable advice that help individuals…

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3 Thoughts on Preparing for Retirement

3 Thoughts on Preparing for Retirement Retirement is what you make it. That said, the magnitude of planning for retirement is often underestimated. It requires you to reevaluate and adjust your outlook on life–both positively and sometimes negatively. Throughout my career as a financial advisor, I have helped thousands of clients transition from working into…

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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.