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.
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.
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.
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.