A Better Way to Pay for Services

We have adopted a flat-fee model. With this fee structure, we can provide unbiased advice on many other areas of finance beyond the investment accounts we are managing. Examples include advice for company retirement plans, real estate, idealizing Social Security and Medicare claiming, large purchases such as a home or automobile, business planning and more.

Our fee is calculated based on the complexity of the work we do for you, not according to the account values of the assets we manage. This also means we can determine the most tax-efficient way for you to pay our fee. For example, if you have a business or rental property for which we are providing advice, a portion of your fee can be paid through these entities and would likely be tax-deductible.