Frequently Asked Questions

FAQ's

Are you a licensed fiduciary?

Yes.

Are you affiliated with a broker-dealer or insurance company?

No, I’m an independent fiduciary retirement planner. 

Who do you work with?

I work only with pre-retirees and retirees who’ve typically saved $2M - $10M in investable assets.

What is your minimum account size?

$1,000,000.

 

What is your philosophy and what makes you different?

See our “7 Rules For Retirement Security” education video series.  

 

What is your process?

Step one is Fee For Planning.  Step two is ongoing Wealth Management.

What are your fees?

Step 1: Fee For Planning is a flat fee based on plan complexity and client needs. Step 2: Wealth Management is an ongoing assets under manager "aum" fee generally starting at 1% with breakpoints for higher net worth clients. 

Do I have to give you my money (where is money exactly if we engage in wealth management)?

No, we never accept client funds.  We use Charles Schwab as our custodian - they handle all deposits.  Clients have real-time access to their funds through the Schwab app.

 

What experience do you have?

Read my bio or visit my LinkedIn.

Do you have any reviews or testimonials?

Yes.
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Why should I hire you?

We are very selective on who we accept as clients.  You may book 15 Minute Intro Call if you’d like to discuss your situation. From there we can determine if you’re a good fit for our firm, and if we can help you. 

 
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