Our consulting model is used by clients whose assets are elsewhere, whether that be in a current company retirement plan or held at another firm. In this model we make recommendations based on the same criteria we follow in our asset management model, however the client is responsible for execution. Under the consulting model, our compensation is derived from hourly or project specific billing to the client.
- Personalized risk assessment
- Financial goal planning
- Outside asset review
- Retirement income planning
- Investment recommendations
- Ongoing education
Please note that the models provided above are general and investment decisions should only be made after a discussion with the appropriate professional about your individual situation.
