Independent of your prior rank you may have a highly unique and complex financial situation that needs the help of an experienced financial advisor.
Is your financial life complex? Do you have non-qualified retirement plans at work? Do you own a business? Are you looking for tax-efficient ways to support charity? Or, have you built a nest-egg in excess of $1.5M? If you answered yes to any of these questions, our Wealth Management services are designed for you.
We’ll start by working with you to establish exactly what you want to accomplish with your money and what you’re worried about. We’ll look for any booby-traps, like taxes on stock option plans or risk exposure, that might be out there waiting for you. We’ll work together to establish how your money can provide the life you want. We’ll also help make sure your affairs and finances are in order to make things easier for those who survive you.
If you’re concerned about the issues above, we know your time is valuable and most likely limited. To help you manage your time and understand your plan we boil down pages and pages of charts and graphs into our proprietary One-Page Financial Plan. We’ll update and reference this document every time we meet because as Gen Eisenhower said, “Plans are worthless, but planning is everything.” To further help you control your busy lifestyle, we’ll help you organize your estate documents and include tax preparation as part of your services. You shouldn’t need to go to 3 or 4 different offices to manage your financial life.
No matter from where you entered the civilian sector, retirement or separation, if you have complex planning issues this service level is designed for you.
Wealth management fees start at $8,000 per year ($2,000 paid quarterly)
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