We will examine your current portfolio and your financial situation and provide you with our honest assessment and recommendation of a plan of action.
If you need a financial plan… We strongly believe in specialization, and investing is our specialty. However, we have a great relationship with a very capable financial planning firm that will complete a financial plan, if needed, at a very reasonable price. They’ll share their findings with us, and this will help us serve you better.
Disclosure: we receive NO referral fees from this financial planning firm.
We will help you open an account (in your name) with a discount brokerage firm (Charles Schwab or TD Ameritrade). We’ve worked with these two firms for decades – their transaction costs are very low, they provide good customer service, and they have special departments to work with firms like ours.
Our investment management agreement and brokerage firm paperwork give us a limited power of attorney to enter into buy and sell orders in your accounts, but not to disburse funds.
We’ll help you to do any paperwork necessary to transfer assets or to fund accounts.