Our Fees and Services
HOW WE PARTNER WITH YOU
Traditionally, this is what comes to mind when most people think of the value an advisor provides. It entails investment selection, monitoring, and advice around your financial assets.
This could be as simple as figuring out where you are exposed financially, professionally, or personally and identifying ways to potentially mitigate as much of the risk as possible. Risk management is a way of looking at your financial picture from all angles to help you pursue what’s most important.
We are not in the business of giving specific tax advice to our clients, however, throughout our process we are always tax conscious in which types of strategies we use, and the advice we give, which if done properly could have considerable implications on your financial picture.
This is a topic that many believe is only for the very wealthy, however estate planning is for anyone concerned with the distribution of their assets regardless of the size. Ensuring that you have a plan to work towards your goals will help simplify an already difficult situation for your family.
Cash Flow Analysis
Regardless of how much or little someone makes it is often the case that we tend to spend whatever we get. We will help develop a detailed understanding of what you are bringing in as a family, and specifically where the money is going. We can then take the next step to develop strategies and help keep you accountable.
Now that you’ve done a good job saving, you will need a distribution strategy. This is a critical point for all people in retirement and one major misstep here could cause a plan to fail. We will work with you to provide strategies for multiple scenarios with the pursuit that you can enjoy the rewards of your hard work and efforts.
We do our best to engage and educate you in many areas throughout your lives, not just your finances. We utilize outside experts to discuss hot topic issues and host opportunities to interact with the community. We strive to be more than just a business relationship for our clients.
We would love the opportunity to share more with you about the value we provide and how we can partner with you. We offer a free consultation so you can decide if we are a good fit for you. Contact us today to start a conversation.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.