Our retainer includes ongoing comprehensive financial planning and investment advisory services including portfolio management.

Our service is an open retainer, which means we provide extensive open-ended service for any financial matter that may arise during the year. This includes design and management of investment portfolios using Edelman’s Managed Asset Program (EMAP)

• Ongoing services include:
• Daily account rebalances, as warranted, at no additional costs
• Ongoing comprehensive financial planning relating to:
  1. achieving financial goals,
  2. retirement accounts for client’s business
  3. estate planning issues,
  4. investment issues,
  5. tax planning,
  6. insurance needs,
  7. college funding,
  8. gifting strategies,
  9. mortgage issues
  10. issues involving employers and career changes
  11. option strategies and 10(b) 5-1 programs
• Open-ended service so the client is encouraged to call with questions at any time throughout the year.
• Meetings as appropriate for the client’s needs to review whatever financial issues the client brings
• Educational newsletters and articles