We offer a choice of fiduciary fee-only investment advice on a project fee basis, or using a sub-advisor to provide "asset under management" for an annual percentage of assets fee. No commissions are charged by us. We do not take custody of assets.
* Our investment philosophy* Alternative Investment advice* Bond investment advice* Fee-based wealth management* Foreign Currency Investing* Investment fiduciary providing investment advice* Independent fee-only wealth management* Independent 401K rollover advisor* Investing to Avoid a Dollar Collapse or Dollar Devaluation* Low Cost Flat Fee Investment Advice* Minimum Account Size* Mutual Fund selection* NAPFA-Registered Advisor* Personalized service Personalized solutions* Registered Investment Advisor Advice Only No Management of Assets* Risk Aware Investing* Second opinions on investment advice * Securities (individual stocks) advice * Stock compensation advice (as an employee benefit) * Stock option exercise advice for tech professionals * Unbiased investment advice* Wealth management flat fees * Wealth management solutions * Wealth manager
Remember: "The fastest way to make a small fortune is...with a large one" (due to reckless, naïve investing).
In order to have a successful retirement and meet other financial goals it is vital to get good investment advice. Retirement planning and retirement asset accumulation all require doing many years of good investment planning.