Fiduciary Services
Wealth Management, Financial Planning, & Fiduciary Services
We are comprehensive planners who address anything on your mind. As problem solvers, we aim to enhance
every area of your life with value, not just your finances. We are a team of true fiduciaries with decades of
combined experience who seek to support your life purpose, now and for years to come.
ONGOING GUIDANCE & RETIREMENT TRANSITION DECISIONS
Rollovers & Consolidations - assistance in navigating complex decisions, paperwork, and processes
Monthly Paycheck - assistance in establishing appropriate monthly income from your investment accounts
Social Security - help with decision making, timing, and coordination with your overall retirement plan
Retirement Plan Allocations - review of plan choices and recommendations based on your risk profile and goals
Required Minimum Distributions - calculations, reminders, and advisement to maximize tax savings
Charitable Tax Coordination - options to provide charitable contributions, calculations, and execution
Tax Planning & Analysis - consultation on how to best fund your retirement goals wisely
Medical & Insurance Review - guidance on medical coverage, insurance choices, disability, LTC, and other electives
Medicare - advice & referrals to help you navigate this complex decision-making process
Financial Plan Updates - regular progress check-ins and revisions as needed with life changes
FAMILY & SURVIVORSHIP
- Financial Plans for Families - coordination with family member referrals and multi-generational planning
- Wealth Transition - guidance on effective and efficient wealth transition to heirs
- Survivors & Beneficiaries - assistance to your loved ones in navigating complex decisions and processes
- Heir & Executor Communication - help in structuring your final wishes and assistance in financial transitions
ADDITIONAL SERVICES
Objective & Neutral Sounding Board Decisions - professional guidance with a “second set of eyes”
Debt Elimination Analysis & Recommendations - reduce debt efficiently as you move towards retirement
Trusted Referral Source - referrals to trusted and qualified professionals for tax, insurance, and estate planning needs
Notary Services - convenient notarization of documents at no charge
Shredding - drop off documents for secure destruction and disposal
Investment Management (Axos Advisor Services)
Fees are calculated monthly, in advance, and payable the first business
day of the month. The advisory fee is calculated using the fair market
value of the assets in the account on the last business day of the prior
billing period as calculated by the custodian, Axos.
Fees are payable, first from account free credit balances, if existing, and second from the liquidation or withdrawal of the client’s shares of any
money market account. To the extent that such assets are insufficient to satisfy payment of such fees, a portion of the account assets shall be liquidated to cover the fees. The client understands that such
liquidation may affect the relative account balance.
