New Subscription Service Details

Last week, we announced our new pilot program to help young people get the advice they need, regardless of the assets they can bring to the table. All of the services we offer to large accounts will be available to you with no exception, in a new and financially efficient subscription service format.

Today, we want to talk about some of the key features of this program, and what you can expect from us while using it.

·      Investment management 

o   We made a point in our video that this feature is not required, but it is the core of what we do. We have been fortunate to provide industry leading returns, and we want to extend this invitation to you.

o   During this process, we manage your portfolio for you and allocate all your assets for you based on the goals that you and your family may have

·      Asset allocation

o   While it may seem like you must have money in our investment management services to utilize this, and while that is the most efficient way to take advantage of our services, it is not required. We have found that people are often incredibly misallocated on their retirement accounts with their employer, which could cost a young person or family hundreds of thousands of dollars in returns and missteps in tax smart allocation and investing. 

o   We have also found that due to the current state of social media, younger individuals are often misled on the most efficient way to realize returns due to accounts portraying certain sectors as the golden ticket. Our goal is to educate individuals on the realistic aspects of their investment interests and let them make educated decisions from there on how they want to invest in each sector.  (ex. Cryptocurrency, real estate, momentum stocks, etc.) 

·      Financial Planning

o   This may be the most important aspect for young families to take advantage of in our new program because it will allow them to set their goals out on the table and allow us to build into that and show them how much they need to contribute and where to allocate to achieve that. We use advanced software that will calculate to the penny everything from salary, expenses, and goals, all the way down to how much social security you are projected to receive based on income and property tax. It is the most efficient way to realize if you are on track to meet and exceed your families’ goals. This will also allow us to show where there may be holes in your planning and allow us to correct these gaps.  

·      Peace of mind

o   Our main goal for you is to remove the stress and constant worrying that often accompanies finances. With us, you will know that you are properly structured and can rest easy knowing we are on top of things, and as a fiduciary, we aren’t salesman, and have a legal obligation to do what is right for you, not what pays us the most. 

If you would like to learn more, fill out the form below and we will reach out to you and answer any questions that you may have!