Estate Planning: Personal and Specific

We have a saying, today the average investor has at their fingertips the power to invest in a way advisors 20 years ago could only dream of. The issue is often defining what your investments are supposed to do and managing them in a time efficient and consistent manner.

Our philosophy around investing:

Define an accountable goal and we usually 

suggest you should have one of 3 definable goals

Overall efficiency of the Equity Markets as 

a Core holding

Tax efficiency of Investing

Consistent follow up and accountability

This is where we can help by adding value by:

1.Determining what you are doing well
2.Pointing out strategies that might compliment what you are already doing
3.Pointing out strategies that might compliment what you are already doing
4.Giving you access to services you wouldn’t already have access to 

Our Clients tend to fall into 3 categories

1.Those who just need education and want a flat fee arrangement
2.Those who want a specific strategy for diversification but will self retain other investments
3. Those who want a personal relationship with an advisor who invests on their behalf taking the stress away from them

Deeper Dives:

  • Goal Based Investing article
  • Understanding SMAs How can you define
  • income, growth and protection?
  • Understanding industry fees

Please see our fees under about us here