No Matter …
Your Net Worth,
Your Annual Income,
Your Investable Assets,
Your Finances,
Well-Planned!
Your Path,
Well-Defined!
Your Life,
Well-Managed!
Your Future,
Well-Crafted!
Our Ideal Clients Want to …
Discover a personalized, independent approach to REAL financial advice tailored for DIY investors.
Make confident financial decisions while learning and growing along the way.
Balance enjoying life today with a solid plan for your future.
Preserve their wealth by minimizing unnecessary fees.
Our Ideal Clients Start Today and Invest Often:
With an expected annual return of 10% and a target retirement age of 65, which scenario would you choose?
Scenario 1: Invest $500/month starting age 30.
Scenario 2: Invest $6,000/year starting age 30.
Scenario 3: Invest $500/month starting age 40.
Scenario 4: Invest $6,000/year starting age 40.
Our Ideal Clients Wants to Avoid AUM Fees …
Monthly Contribution: $500
Expected Annual Rate of Return: 10%
Years to Grow: 30 Years
Advisor Annual AUM Fee: 1%
Investment growth with no fees:$4,342,642
Investment growth with fees: $3,565,805
Total Fees Paid: $776,837
Total Percentage Paid in Fees: -17.89%
Clients We Serve
Client’s Sucess Stories
