Retainer

I provide ongoing advice on self-directed investment accounts and other holistic financial planning needs. To accumulate a large nest egg, it takes some smart decisions and doesn’t happen overnight. It is a marathon not a sprint.

A popular article published by Vanguard, Advisor Alpha, concluded that in total getting active help from a professional can help investors earn a 3% better return. Half of that, or 1.5%, is just from behavioral coaching. Timing the market, sitting on the sidelines for lengthy time periods, and not monitoring or re-balancing your investments can hurt your performance.

I will help you invest wisely in your 401k, various retirement and investment accounts, in order to grow your money wisely and tax-efficiently as well. I’m not a tax advisor, or CPA, but I can help you achieve and maintain tax-efficient investing. For those in their retirement years, I can also create an income plan/distribution strategy to help you spend down your savings efficiently from a tax perspective.

At the end of the day, you can’t legally avoid Uncle Sam, but there are strategies you can use to pay less over time. For anything beyond my scope, I can refer you to professionals who can help you with other services such as filing a tax return, estate planning, or other needs. 

Retainer fee:

$2500 per year