Question 1

How is tax planning different from what my CPA does?

Accepted Answer

Don't get me wrong, CPA's are vitally important (in fact, I'm married to one!); however, many tax accountants focus on simply minimizing the current year's tax liability, even if it means increasing taxes over the course of your life.

We focus on minimizing your lifetime tax burden. This may entail increasing taxes in one year, but likely saving far more tax dollars in future years.

We don't file your taxes, but we work together with your tax preparer to make sure everyone is on the same page.

Question 2

How do you make money?

Accepted Answer

We charge an annual fee based on the assets we manage, otherwise called an "Asset Under Management" (AUM) Fee.

We don't receive any commissions, kickbacks, or other forms of revenue, unlike most financial advisors. This helps eliminate conflicts of interest and aligns financial goals - we make more money as you make more money.

Our fees start at:
- 1.35% on the first $1,000,000 under management
- 1.00% between $1,000,001 & $5,000,000
- 0.75% between $5,000,001 & $10,000,000
- 0.65% between $10,000,001 & $20,000,000
- 0.50% between $20,000,001 & $50,000,000
- 0.40% between $50,000,001 & $100,000,000
- 0.30% on $100,000,001 and above

Question 3

Do you meet with clients in person or virtual?

Accepted Answer

Both.

Question 4

Can you take clients in other states?

Accepted Answer

Yes.

We can work with clients anywhere in the United States of America.

Question 5

What services do you provide?

Accepted Answer

Our services include but are not limited to the following:

- Retirement Planning (including social security analysis)
- Tax Planning
- Investment Management
- Estate Planning
- Insurance Review
- Cash Flow Planning

Question 6

Are there client minimums to work with you?

Accepted Answer