Investment Management of Brokerage and Retirement Accounts
Fee based on percentage of assets under management. Fiduciary duty with no commission-based products. Ideal for clients who lack time or expertise to implement an on-going investment strategy including stocks, ETFs, and in some cases options to generate income or hedge risk.
Financial Planning and Analysis Before or During Divorce
Consulting charged by the hour or flat-fee. Analysis for couples or individuals seeking to understand the short- and long-term financial and tax impacts of potential settlement options including property division and child and spousal support.