What We Do
We specialize in providing tailored financial wealth management advice for independent school administrators and teachers as well as engineers that addresses their individual unique needs and aspirations. Our clients are young DIY teachers/engineers seeking direction, senior administrators requiring a full benefit review with tax-able, tax-aware, and tax-free saving guidance, and retiring/retired independent school teachers and administrators as well as engineers who have noble aspirations that are conflicted with a fear of running out.
As a result, our services encompass customized savings and tax strategies, debt management plans, and sustainable spending guidance to help ensure financial longevity and security, alleviating fears of running out of money or becoming a burden on your loved ones while still living the good life.
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Individuals that understand the value of an investment advisor but do not want to pay an exorbitant fee. We offer a flat 0.5% advisory fee for assets under management (AUM) up to $3MM. If assets under management are in excess of $3MM, the fee is a flat $15,000/year. Our management style is long-only based on the individual client's risk profile. Think of this as somewhat like a robo advisor with a real person here to guide, advise, and answer any questions you have.
Individuals like administrators, engineers, teachers, that could also be second, third, or fourth-generation wealth beneficiaries, who wish to continue their family legacy but need validation of a clear strategy to guide their financial decisions should seek professional advice.
The above referenced professionals who may be following the White Coat Investor strategy or who may have debt and need a comprehensive plan to achieve savings and success while maintaining their desired quality of life, can benefit from tailored financial advice.
Individuals/couples planning for retirement, currently retired, or considering senior living options need assurance that their assets will last, along with a trusted fiduciary to manage their investment portfolio and distribution strategy effectively, to ensure the continuation of their family legacy.
Asset Management
For those who want things automated in a cost-efficient way or are at that stage in life where outside investment management is a must, we offer low-cost, risk-tolerant investment management to grow and protect your wealth.
Comprehensive Financial Planning
Tailored plans to help you save effectively, spend sustainably, and ensure a comfortable retirement and family legacy.
Annual Tax Strategy Development
Customized strategies to maximize your savings and investments while minimizing tax liabilities throughout your life.
Debt Payoff Strategy
Personalized plans to accelerate debt payoff or eliminate debt efficiently while respecting your financial preferences and biases.
