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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.
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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.