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Our Mission

Investment Management

with Charles Schwab

Best for retirees & high net worth

  • Licensed advisor with fiduciary duty
  • Custom to your needs, preferences & risk
  • Negotiated pricing; pay through account
  • Tax-efficient, easy to switch & work with
  • ETFs, Indexes, Mutual Funds, CDs, Stocks, etc
  • Financial planning & consulting (optional)
  • Ongoing service; Cancel or adjust anytime

Hourly Consulting

$0 account minimum

Best for getting started & 2nd opinions

  • Licensed advisor with fiduciary duty
  • Custom to your needs, preferences & risk
  • Financial planning & consulting only
  • Review of saving, investing, 401k, etc

Team

William Haynes

Monique Holloway

Patrick Kellogg

Why Us?

  1. Custom to your risk, taxes & more
  2. Fiduciary with negotiated pricing
  3. Spouse, age & beneficiary friendly
  4. Experience, youth & team longevity

John Clement

Jason Koenig

Brad Braddock

Dino Patelis

Free Plan

1 page & simple.

Process

Step 1: Schedule a call or apply online

Step 2: Decide if it makes sense to continue

Step 3: Sign agreements, paperwork, etc

Step 4: End service anytime if unhappy

Are You Retired?