PLEASE NOTE: There is a lengthy waitlist for new client consultations that extends well into 2023. Please send me a message using the Contact page to be added to the list. I apologize for the delay.

I offer a comprehensive one-time personal finance review called a Portfolio 2nd Opinion™ for a fixed $995 fee. The primary goal of a Portfolio 2nd Opinion is to improve your financial situation by making your portfolio simpler to manage and by reducing fees and taxes.

The $995 fee includes a pre-meeting investment review, two-hour phone consultation, and a written letter for documentation. During the consultation, we discuss your goals, family needs, taxes, portfolio asset allocation and asset location, specific investments, distributions in retirement, and more. It is an intensive two hours.

The only fee you pay me is $995. I do not charge an ongoing management fee, retainer, or subscription fee. The contract you sign is for one service, one time.  Clients who come back for additional consultations agree to pay $450 per hour for my time, and I pro-rate shorter meetings.

My calendar for full many months in advance and some people will be waiting more than one year for a consultation. I apologize for the long wait. Clients are taken in order of contact.

Alternatively, Jon Luskin, CFP®, provides a similar service at a competitive fee (see Jon’s website at JonLuskin.com). He is usually available for consultations within a month or two. Although Jon operates independently from my firm, I communicate with him often and provide consulting services to his firm.

These fiduciary services are for individual investors, trustees of family wealth, and fiduciaries who oversee retirement plans or the investment accounts of non-profit organizations. My services are only available in the US and for US citizens living abroad. Please note that I am not an asset management,  CPA, estate planning attorney, or insurance agent. Clients often consult with those professionals after our consultation.