Broker Check

Investment Management & Income Planning

<strong>Asset Management Options</strong>

Asset Management Options

Working with an investment advisor doesn't mean you give up control or have few options. We have access to dozens of strategists, including Blackrock, Fidelity and AssetMark to help us design a portfolio to fit your needs, whether you're:

  • a beginner who is just getting started,
  • an investor in the accumulation phase that needs to consolidate,
  • a retiree who is looking to get the most from your savings during distribution years.

Below you will find our process, followed by a summary of our most popular options and links to the details.



Next, we design a portfolio around your personal preferences:

  • Would you rather have simple, lower-cost strategies?
  • Is Impact Investing important to you?
    • Also known as Socially Responsible Investing
    • Also known as ESG (Environmental, Social, Governance) Investing
  • Do you have specific stock holdings you need to incorporate?
  • Are there other investments in your household that we need to plan around?
<strong>Ongoing Servicing</strong>

Ongoing Servicing

Finally, all investment advisory accounts come with:

  • Active, on-going portfolio management
  • An annual review meeting in-person or by phone
  • Periodic check-ins
  • A monthly newsletter with tips and important reminders
  • Assistance rolling over other assets, as needed
  • On-going monitoring
  • Personal Financial View website

These investment services utilize advisory accounts with fees charged as a percentage of managed assets, typically 1% to 1.25% annually, depending on customization. There is a $5,000 account minimum to get started. 

Take a Peek at Some of Our Investment Choices

<strong>Wealth Strategies with Heart</strong>

Wealth Strategies with Heart

Many of us want to "vote with our dollars" by investing in companies that both share our values and can also offer the potential for earnings to help us meet our long-term goals.

Impact investing allows you some control of where your dollars go. Click below to learn more!

<strong>Retirement Income Planning</strong>

Retirement Income Planning

Many Americans look forward to an active and rewarding retirement. With uncertainty about Social Security and the decline of traditional pension plans, planning and funding retirement is increasingly the responsibility of each individual.



People are generally living longer and that means more time and savings could be spent in retirement. If you need additional reliable income in retirement, see if an annuity strategy may be right for you.