DO WE VALUE THE SAME THINGS?

All In One House:

Tax, Investments, And Financial Planning

You need proactive execution in tax preparation and strategy, financial planning, and investments. You have no time. You need convenience and simplicity.

You have no interest in being a middle woman translating time-sensitive and complex tax or investment strategies, coordinating calendars, and hoping valuable opportunities are not missed once the meeting is over. You need execution.

At this point, it’s just too expensive to waste time, money, and energy orchestrating each of these components. You just can’t afford to do that anymore.

Fees,

Don’t Increase Just Because Your Account Increases

We price on complexity-based flat fees versus asset-based fees. Your price for our services is direct and transparent. You like knowing the exact dollar you pay for services.

Why would it make sense to charge you more just because you have more money? Or serve you less thoroughly because you have less?

You might want objective help with buying real estate or starting a business, and we don’t want a conflict of interest to get in the way of your dreams.

Time,

Is Worth (Much) More Than Money

Money is a means to an end. You understand there’s more to life than the rate of return or the size of your portfolio. Living a life true to yourself, working less, and having great relationships are ends in themselves.

What Do They Know?

Professional education and expertise

We each have over 10-years experience, and three of the most recognized industry credentials: CPA, CFA, CFP. This background helps us create in-depth planning, customized on a case-by-case basis with detailed written recommendations, and trade-offs. We don’t do ‘plug-and-chug’ online calculator print-offs.

Creativity and experimentation 

Even though we have credentials, we are willing to research and try new ideas that aren’t “textbook.” So, it’s okay for you to imagine new possibilities. No, this does not mean we prototype investment ideas with your capital, but we never cease to ask ourselves if maybe there’s a better way.

Fiduciary,

All The Time

We are not “dual-registered,” so we can’t earn commissions. We don’t have hidden conflicts of interest due to asset-based fees. For example, if you pay asset-based fees, an advisor could persuade you against buying real estate, or starting a business. Because as you withdraw assets to fund these goals, they earn less in compensation.

SCHEDULE YOUR FREE CONSULTATION