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Investment Management

Investment Management

Whether you're starting from scratch, considering your options for a retirement account from a past employer, or investing other money, we'll walk you through your options and help you get everything set up. As long as you're our client, we'll review your investments with you at least annually.

If you choose to work with us for both financial planning and investment management, you'll likely receive a reduced or waived fee on your financial plan, depending on how much money we manage for you. We want to make it as accessible as possible to get a financial plan in place. ❤️

How your money gets invested

Most of our clients are in "advisory" accounts, meaning a fee is charged based on the value of the account(s) we manage for you. No additional commissions, 12b-1 fees, or platform fees are charged on these accounts.

We primarily use mutual funds and ETF's, depending on what the investment goal is. We do not trade individual stocks or invest any client funds in cryptocurrencies. We are not entirely against these investment options, but they are not tools we use for our clients.

*We do have other "tools in our tool belt" outside of advisory accounts, such as 529 accounts for college savings, annuities for guaranteed income or protecting your money, etc. If one of these tools is a fit for you, we'll discuss in further detail.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

Financial planning offered throug LPL Financial, a Registered Investment Advisor. 

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