There is no long term contract to sign. Our relationship with you is quarter by quarter. If at any time you feel we aren't increasing your time, money and peace of mind then we shake hands and part ways as friends. We will refund your money for that quarter and help you transfer your assets to your new advisor.
We charge 0.75% on all assets we manage, however pricing without context can be confusing, so we ask that you read why you should work with us and then contact us for pricing specifics.
In order to provide you with the best service possible we have to be very selective when deciding to work with potential clients. We aren't for everyone. We only work with a maximum of 50 households at a time.
We are currently accepting new clients if you meet the requirements below:
You are age 50 or over and have at least $750,000 between your cooperative retirement accounts and any additional retirement accounts.
All of your retirement income and investment planning needs. This is NOT a comprehensive list.
Identify and get a complete understanding of your retirement goals
Establish a retirement income and investment plan based on your retirement goals
Create a diversified portfolio designed to accomplish your retirement goals
Create a spending plan that matches your retirement income goals
Social Security strategies and recommendations
Weekly monitoring of Investments
Regular rebalancing of investments to maintain Investment Plan
Track and advise on Required Minimum Distributions (RMD)
Annual review and update of your plan to make sure you’re on track