Are you paying your advisor merely for managing your portfolio? Portfolio management is merely half of our offering. Meaningful advice is a differentiator. Advice is where I provide a lot of my value, by acting as your Personal CFO. Typical questions include:
How much money do you need to comfortably retire?
Should you be pulling money from your IRA or from your after tax account? The person who likely affects your tax bill the most when in retirement is your advisor!
What type of mortgage best meets your needs?
Should you be paying off your mortgage, or doing the opposite?
How should you finance your next car? Your next home improvement project?
Is there a better way to finance your debts?
What is the best social security strategy for you?
What should you do with your annuities?