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 Before and 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.