Financial Planning
Did you know we do more than accounting?
That’s right! Not only do we provide Grade A accounting services, but also financial advisory services. In fact, we have a whole in-house comprehensive wealth
May 16, 2022
That’s right! Not only do we provide Grade A accounting services, but also financial advisory services. In fact, we have a whole in-house comprehensive wealth
All of your assets are controlled by you and held in your name by our independent custodian, Charles Schwab or Fidelity Institutional. I receive no compensation from them. You can check your portfolio 24/7 on their website. I will have limited power of attorney to execute transactions on your behalf.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
