Request a free 15-minute consultation by filling out the Contact form so we can both decide if we’re right for each other.
I review your financial well-being and goals, which include a pre-and post-retirement income strategy and tax strategy, provide an in-depth portfolio review, and make recommendations to improve on what you have. You then self-manage your own portfolio. If you desire asset management services through another adviser, I can recommend low-fee firms to help you.
Only for taxable accounts and any stock options or other employee incentives.
You can either move to a low-cost custodian or leave your money right where it is. It’s your choice.
I charge $450 per hour, divided into 6-minute segments at $45 per segment.
The Portfolio 2nd Opinion includes a pre-call document review, in-depth phone consultation about your financial goals and investment strategy, and a post-call letter with my notes and recommendations.
I do not offer family discounts.
No. My services are advice only. I do not manage investment portfolios.
Yes. It’s important that I take a universal look at all your investments and discuss your financial well-being before making recommendations.
Once signed, a contract is valid for 24 months or until canceled by either party at any time and for any reason. Any fee increase in the hourly rate requires a three-month notice.
No minimum fee, and no fee if you sign a contract and decide not to use my services. All contracts automatically cancel after 24-months.
I prefer to be paid by credit card or a bank draft. I’ll send an invoice after the consultation is complete.
No. My only source of compensation is a direct fee that you pay me.
I’m registered in the US only and can work with people who have investment accounts in the US.