Learn about what we do and our approach to help you save fast.
We believe that everyone deserves an opportunity to receive professional financial planning and investment management. While we do not have a minimum account size, we do have a minimum annual management expense to help ensure that both our clients and our advisors are engaged in our clients' success.
We believe in regular proactive contact with our clients, and open honest two way communication. You will hear from your advisor on a regular basis via both phone and email. In addition to regular contact we also will meet at least once per year to discuss your financial plan, progress to your goals, investment performance and outlook, and review any changes or updates. This annual review can take place face to face, over the phone, or via Zoom.
Our management expense can vary by the complexity of each individual's financial situation and planning needs. Generally we charge a percentage of the assets under our care. We strive to keep our pricing competitive while delivering comprehensive value to our clients.
We have offices in Mansfield, Ohio and Rancho Palos Verdes, California.
Our advisors try to meet at your convenience. We typically meet at our office; but we are also able to meet via Zoom, phone, at your home, your office, or a local coffee shop near you.
