Retirement option analysis and "Daydreaming" session.
Social Security analysis.
Income-oriented, recession resistant investments.
Annual review to ensure you're on track.
Estate planning and coordination ($1m+ AUM)
What It Costs
My compensation is flexible depending on what's best for you, or what you prefer.
Here are a few ways I get paid for the value I provide. It may be one or a mixture of these. I am happy to provide an estimate.
Flat rate based on complexity. Range $1k-5k.
Can be paid by credit card or bank transfer.
Assets Under Management (AUM)
Included (My min is $100k).
Management costs 0.2% per quarter and is deducted from the account.
Breakpoints above $1m.
The insurance company pays me for using their product.
There is no direct cost to you.
Please note: As a fiduciary, I never make recommendations based on what I'll get paid. I don't even know in many cases. I believe that if you take care of people and do what's right, you'll never have to worry.