- We ensure you have a strategy that is tailored to your unique circumstance using Dimensional Funds Advisors (DFA), Vanguard and iShares Investment Portfolio options.
- We ensure your accounts are constructed to be as tax-efficient as possible.
Life and Disability Insurance:
- We work with you to ensure you have the appropriate life and disability coverage in place.
- We provide comprehensive financial plans to ensure you have the correct savings or income strategies in place.
Coordination With Your Tax Professional:
- We coordinate the preparation of your tax return with your tax professional. If you need a referral to a tax professional, we coordinate this with you and ensure your tax returns are filed on time and accurately.
Coordination of Your Estate Planning/Will:
- We work with your estate attorney or provide a referral to one of our external partners to ensure you have an estate plan, and that your Wills and Powers of Attorney are in place.
Regular Review Meetings:
- We provide face-to-face portfolio reviews as frequently as you prefer; however we insist on meeting with you at least annually to ensure your plan is on track.
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Prefer to work one-on-one with a dedicated portfolio manager (minimum asset levels apply), or have questions before you start?