“If you don’t know where you’re going, you probably won’t get there.”Yogi Berra
Most of our clients are primarily concerned with making sure their money will last throughout their lifetime. For our retired and pre-retired clients we run a cash-flow forecast to see how they’re likely to fare in the future. We also cover all of the areas noted above under comprehensive financial planning.
What if you’re not sure whether you want to have us manage your assets? That’s fine. We can always give you a second opinion about your current investment plan or answer your financial planning questions. For this service, we charge an hourly rate.