Our Services

Investment Portfolio Management

• Model ETF Portfolios – Moderate, Moderately Aggressive, Aggressive
• Individual Stock Portfolios – Blue Chip Dividend, Comparative Advantage, Equal Weight & Momentum
• Emergency Fund Portfolios – CDs and Money Market funds

Retirement & 401(k) Planning

For Employees (Individuals) Roth conversions, RMD strategies, Social Security optimization, and Pontera management of retirement plans without rollover.

Employer Retirement Plans through one of our providers Vestwell, AssetMark, Gusto 401k, Fidelity or Schwab.

Estate Planning Coordination

Coordination with Estate Guru and licensed attorneys in your state. We do not draft legal documents.

Compensation

100% fee-only: AUM (1.25% to as low as 0.50% based on account size), flat fees ($1,200 - $2,400), or hourly ($250 hr). No commissions.