Wealth Management Services


The firm uses Charles Schwab and Co. as its custodian.

Financial Planning for Families

Financial Planning


We believe strongly in comprehensive financial planning. Prior to developing an investment plan, we believe that it’s critical to have a detailed understanding of each client’s financial situation. All financial plans include an analysis section and a section with written recommendations.

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Investment Management in Ashland, OR

Investment Management


Investment management clients also receive financial planning advice on a full range of financial areas. In addition, the adviser is proactive on recommending tax planning, estate planning and other types of strategies.

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Areas Covered in the
Financial Planning Process

  • Connector.

    Goal Planning

  • Connector.

    Tax Planning

  • Connector.

    Estate Planning

  • Connector.

    Mortgage Planning

  • Connector.

    Retirement Planning

  • Connector.

    Income and Expense Planning

  • Connector.

    Social Security and Medicare Planning

  • Connector.

    Risk management and Insurance Planning

Our Investment Management Service Process

ongoing

  • 01

    The advisor reviews your account(s) regularly as the market changes.

  • 02

    Clients receive confirmations from the custodian (Schwab) of all account transactions (buys, sells, deposits, withdrawals).

Monthly

  • 03

    Clients receive a statement from Schwab for each account.

Quarterly

  • 04

    The firm sends out a portfolio statement, a market commentary, and any recommendations.

  • Report Includes:

    • Current Holdings
    • Asset Allocation
    • QRTLY Performance
    • YTD Performance
    • QRTLY Trade History

Annually

  • 05

    The advisor conducts in-person or phone reviews with clients as needed, and at least annually.


For any questions regarding our services and process, don’t hesitate to contact us!