I offer portfolio consulting for Do-It-Yourself investors and if you are looking for a review of your investment portfolio held with other firms or advisors. I offer two core services that can be tailored to you:
Portfolio Review & Investment Analysis
This service is designed to be a “second opinion” for your investment accounts. Our focus is on analyzing risks in your existing investment portfolio and how to manage those risks.
- Typically 3 appointments over 90-180 days.
- An initial discussion of your long-term financial planning goals and current investment concerns.
- Discussion of initial recommendations and investment ideas.
- Follow up to complete updating of your investment plan.
- Access to an award winning, interactive, financial planning software that will allow us to collaborate.
- An extensive portfolio risk review to identify excess risk in your investments and asset allocation.
- Detailed analysis of top holdings in your investment portfolio.
- Suggestions for adjustments to your existing investment plan or a full investment plan.
- Starting at $1600 (half price for investment letter subscribers), billed incrementally at $200/hour.
- Limited to 1 or 2 clients per week.
Contact me to discuss your investments.
Business Owner/Partner, Physician & Executive Retirement Strategy
As a small business owner myself, I understand the needs of other small business owners. I have also worked with numerous executives, using my option expertise to help with option exercise plans, as well as, retirement plan rollover strategies. I will help you design a retirement plan that fits your personal needs, goals and circumstances. I coordinate with other specialists as needed.
- This is as long an engagement as you need during your retirement transition.
- Access to an award winning, interactive, financial planning software that will allow us to collaborate.
- Full portfolio review and investment analysis as seen above.
- Option exercise strategies.
- Business exit strategy, including, helping identify or work with a business broker.
- Retirement plan rollovers.
- Retirement income strategies.
- Starting at $1600, billed incrementally at $200/hour.
- Limited to 1 or 2 clients per month.
Contact me to build a better retirement plan.
