Ongoing Services

We believe ongoing services provide the best path to financial success. We meet with our ongoing clients at least annually, but we are always happy to meet more frequently if clients want or need to meet more frequently. Our clients are encouraged to reach out whenever a financial question arises; no matter how big or how small.

For a retiree going through many transitions, this may mean meeting monthly or even more frequently to get organized for the next stage of life. For a busy couple in their accumulating years that has not had any major life changes, an annual meeting to review investment performance and check-in on other financial matters may be sufficient. Ultimately, meeting frequency is driven by our clients’ needs, but we are always standing by “on call” to address our ongoing clients’ needs as they arise.

Topics covered for ongoing clients include (but are not limited to):

  • Investment management
  • Tax planning
  • Accumulation for retirement
  • Generating sustainable income in retirement
  • Risk management and insurance
  • Estate planning

Ongoing services are billed based on a percentage of the assets that we manage for our clients. Ongoing fees are generally debited directly from a client’s investment accounts.

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