I offer investment consulting services that cover a variety of needs for protecting and building your financial freedom. Some of these topics are complex. My promise to you is to make things as simple and transparent as possible. I also keep my fees very reasonable.
Here is a short menu of what I am best able to help you with.
- Portfolio Risk Review (most popular) - analysis of current and hidden risks of your portfolio. Includes initial interview and final review. Flat $400.
- Personalized Investment Plan (very popular) - continuation of portfolio risk review that builds a plan of action for you to achieve your goals. Includes semi-annual and annual follow-up. Minimum $800.
- Investment Coaching Program - personal investment coaching for self-directed investors, billed at an hourly rate of $200 per hour when purchasing blocks of eight hours for the year. Limited to 24 people per year and if popularity demands, will be converted to an online classroom approach.
- 401(k) Consulting - design of 401(k) or other retirement plans for small and medium sized businesses with low cost, risk-managed, turn-key solutions.
- Business Owner Retirement Strategies - as a small business owner myself, I understand the needs of other small business owners. I will help you design a retirement plan that fits your personal needs, business circumstances and your eventual exit strategy.
Subscribers to my investment letter receive investment consulting services for half price.
15-month Investment Consulting Bundle
This very popular service is designed to take people from start to finish on implementing an investment plan. It includes full service over a 15-month time horizon.
- Portfolio risk review, including plans at work.
- Abbreviated financial plan and/or retirement income plan.
- Investment plan with initial investment recommendations.
- Quarterly review calls and plan implementation.
- 2 additional hours of "as needed" follow up calls.
This service is normally $3200. Depending on size of portfolio and complexity of your needs it can be more with additional hourly billing. Subscribers to my investment letters receive a 50% discount to $1600.
Billing occurs in two pieces:
- 50% down payment for risk review and preparation of initial documents.
- Balance to act as retainer to pay for quarterly and "as needed" follow-ups.
Contact me to set-up an initial time to discuss your situation and needs.