Once we have determined that our experience aligns with what you need, we’ll schedule a one-hour discovery call via Zoom. This meeting focuses on conducting a deep dive into your personal situation so we can better understand what’s on your mind as you approach retirement.
Review our suggestions and define the next steps
Once we have completed your assessment, we’ll host another one-hour meeting to review our findings and provide you with actionable recommendations. This includes explicit steps to help you lower your taxes and implement an efficient investment strategy. If you like what you see, we’ll happily solidify an ongoing partnership with you!
Schedule your free assessment
Explore your financial opportunities with our 20-minute, obligation-free conversation
Our fees are very straightforward and start at 1.00% per year on investments we manage with an annual minimum of $5,000
What services are included in your wealth management plan?
Our wealth management plans are founded on ongoing financial planning and investment management. Within this, we offer retirement planning, tax optimization, estate planning, and legacy planning for our clients.
Where are you located?
We offer wealth management in Sacramento, California. We conduct most of our meetings remotely, which means we can work with clients located anywhere in the United States.
What does it mean to be a fiduciary?
As a fiduciary, we are not tied to any other companies or products. Because of this, we will always act in your best interests – no exceptions.
Download your 2023 retirement readiness toolkit
Get access to our complimentary toolkit, which includes easy-to-understand tips for 2023 taxes, social security, and Medicare & Medical.