I offer financial planning and investment consulting services that cover a variety of needs for protecting and building your financial freedom. Some of these topics are complex. My promise to you is to make things as simple and transparent as possible. I also keep my fees very reasonable.

My services are generally reserved for investment management clients and investment letter subscribers from my publishing company. Here is a short menu of what I am best able to help you with.

Financial Planning

Designed to help you get a firm grasp on your financial planning, retirement income planning, tax planning and estate planning. An ongoing process that advances over the course of 12 months as we work through your needs, wants and even dreams. We take time for you to think through and evaluate ideas in a patient way.

What Financial Planning Includes:

  • Access to an award winning, interactive financial planning software that you can enter data into and experiment with certain ideas.
  • An initial interview after you enter the first set of data into the financial planning software. During this interview we will focus on where you want to get to and begin mapping out a path to get there.
  • Coverage of various ideas related to:
    • financial planning
    • goal assessments, such as, college savings for your kids or grandkids
    • retirement income planning
    • tax management related to your investments
    • estate planning concepts, such as, trusts or charity
  • An extensive portfolio risk review to identify excess risk in your investments.
  • A long-term investment plan that is adaptable to changing life circumstances.
  • 4 quarterly meetings (and we can accelerate if need be).
  • Planning Lite and Full Financial Plan packages depending on your needs.
  • Green & Gold Plan that incorporates Financial Planning & Investment Consulting.

Contact me to talk about your financial planning.

Investment Consulting

Investment consulting for Do-It-Yourself investors and those looking for a review of their investment portfolio held with other firms or advisors.

  • Access to an award winning, interactive financial planning software that you can enter data into and experiment with certain ideas.
  • An initial interview after you enter the first set of data into the financial planning software. During this interview we will do a brief review of your financial planning and investments, as well as, discuss your concerns.
  • An extensive portfolio risk review to identify excess risk in your investments.
  • Personal Investment Plan for building and managing your investments over time.
  • Initial investment recommendations, including sells.
  • 4 quarterly meetings and an "as needed" appointment for market fluctuations or change in your circumstances.
  • Investment Consulting (short-term engagement) and Investment Coaching (long-term engagement) plans.
  • Green & Gold Plan that incorporates Financial Planning & Investment Consulting.

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.

In either case, small business owner or executive, I will help you design a retirement plan that fits your personal needs, goals and circumstances. I coordinate with other specialists as needed.

  • Free initial consultation and interview.
  • As low as $3200 paid incrementally based on pre-determined benchmarks.
  • Includes financial planning and personal investment plan.
  • Option exercise strategies.
  • Retirement plan rollovers.
  • Business exit strategy.
  • Retirement income strategies.
  • Limited to 1 or 2 clients per month (book early).

Contact me to build a better retirement plan.