| |
 |
|
Our goal is to assist you in achieving your life plan. The
cornerstone of this ideal is to develop a clear understanding of
your financial circumstance so that a strategy can be devised
that will best meet your life aspirations. |
| |
And
 |
|
We provide recommendations for asset allocation, retirement
planning, estate planning, risk management, education funding,
tax planning, charitable gifting, and real estate planning.
|
| |
- Identify your financial and
investment needs |
| |
- Analyze your attitudes about
risk |
| |
- Prepare an asset allocation
model for your approval |
| |
- Select specific stocks, bonds,
ETF's, DFA and no load mutual funds |
| |
- Make investments, with your
agreement |
|
|
| |
Fees for
Financial Planning and Asset Management: |
| |
|
Amount $1,000,000 up to $2,000,000 |
|
1% annual fee |
|
Amount over $2,000,000 up to $4,000,000 |
|
.75% annual fee |
|
Amount over $4,000,000 |
|
.50% annual fee |
|
|
|
[Minimum New Account Size is $1,000,000] |
 |
| |
Individuals with high net worth |
| |
High income professionals |
| |
Retirement Plans (Pensions, Profit Sharing &
IRAs) |
| |
Individuals in transition (divorce,
widowhood, retirement) |
| |
Individuals anticipating retirement (ages
40-60) |
|
| |
 |
| Northern California |
707.462.9053 Phone |
|
| 1480 Deerwood Drive |
|
|
| Ukiah, CA 95482-3609 |
|
|
|
|
|
|
|
