FEE Only Means: |
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We don’t “Split Commissions” |
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We don’t “Pay for Referrals” from other professionals |
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We advocate for our clients when consulting with other professionals |
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We provide Independent, Objective Advice |
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Tap Into Expertise |
 Our team of professional experts provides “Best in Class” services. |
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Our Typical Clients: |
 Individuals & couples who want to make smart choices about their money. Our clients benefit from objective guidance to insure they're on track for a comfortable retirement, and have other goals well-covered. |
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Core Client Services Include:
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Financial Planning – quarterly updates of each client's financial plan helps clients stay on track; updated action checklists benchmark progress. |
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Investment management – High quality portfolios consisting of low cost, institutional grade Dimensional Fund Advisors mutual funds. |
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Tax minimization – income tax filing and annual tax projection work by a CPA. |
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Legacy Planning – estate planing work a “best in class" estate attorney. |
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Risk Assessment – insurance solutions to safeguard families and businesses. |
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Cash flow and debt management analysis.
Education planning (if relevant). |
Clients with Higher Net Worth Benefit from:
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Business valuation/estate planning work. |
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Complex insurance solutions (buy-sell arrangements, other insurance needs that tie into estate planning). |
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Assessment of executive compensation elements (e.g. options, restricted stock) to maximize pay-out to clients and minimize taxes. |
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Succession planning |
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Legacy work – to insure an orderly transition of assets to the next
generation(s). |
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Charitable giving structured to reflect the desire to support charitable work, to enhance long-term financial well-being and to minimize taxes. |
We help clean up and complete fragmented or
partially implemented plans. We also provide
objective "second opinions." |
Eve Kaplan, CFP®