Our Expertise

We help you secure your families and businesses in several key areas of risk. Dying too soon. Living too long. Being unable to work due to a chronic illness or injury. Being unable to take care of themselves due to a physical or cognitive impairment. These risks are typically most efficiently solved through insurance solutions and we earn a commission for placing that coverage for you.

We help you manage your investments. This includes determining your risk profile, determining the best types of accounts to open based on your goals, designing your portfolio, portfolio manager due diligence, and service work. We charge a percentage fee of the assets under our management. It's a graded fee schedule, meaning that the more money we manage the lower the percentage fee.

Our most successful relationships are with clients we work with holistically and for whom we provide comprehensive planning. We deeply engage with our clients in order to be able to give them the best advice on really any decisions that impact their lives financially. We have quarterly standing meetings with our planning clients, including any ad hoc meetings that pop up throughout the year. For this work, we charge an annually renewable consulting fee based on complexity. The commitment is for one year, and fees can be paid in a lump sum or as a monthly recurring draft.