Yes, of course. Our firm is structured to work with clients virtually all across the country.
Not at all. We want to help as many people as we can. We have a minimum financial planning cost of $3,600 per year. We are all good if we think we can help you and you are willing to pay us our minimum fee. 🙂
Yes! We routinely work with clients getting ready to transition into retirement as young as 50.
Absolutely not. We understand that times are changing, and some folks want only an advice relationship. Or, let’s say you’re retiring at age 55; in this circumstance, it may make sense for you to leave your 401(k) plan with your company to take advantage of the Rule of 55 to avoid paying a 10% penalty on withdrawals.