I am happy to help you come up with a viable, safe and profitable portfolio balancing and long-term plan for your retirement and your family’s future welfare.
To get started, answer the questions below that I’ve come up with to help guide us in helping you. After I personally take a look at your answers and spend some time processing them, then we’ll set up a time for you (and whoever else you want to conference, be it a money manager or a spouse or whatever) and I to talk over the phone and get even more information and background and goals and so on.
After I get an idea of your set-up and goals, I’ll send you a 5-10 page playbook tailored just for you by me personally and then we’ll have an open door policy to answering your ongoing questions (within reason of course).
My fees for a deep-dive analysis of your situation and getting you set up for the long-term start at a minimum of $1500 for a smaller portfolio and range up to $15,000 for a multi-million dollar portfolio.
