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Services
Income tax and accounting services
- Preparation of personal, estate, corporate, partnership, fiduciary and state income tax returns
- Income tax and estate planning
- Assistance during IRS audits
- Bookkeeping, payroll and financial accounting assistance
- Payroll reporting and Quickbooks support
- Prompt, accurate and personalized service
Financial planning, investment advisory and asset management services
I work with you to implement your investment plan using Passive Asset Class Investing, a philosophy grounded in rigorous, ongoing academic research by the world's leading financial economists. For more about Passive Asset Class Investing and Modern Portfolio Theory, see the Philosophy/Approach pages of this website.
In order to be able to design and create a plan that is right for you, we will address these important issues together:
| • | What you want to achieve – and what you can reasonably achieve – with your investment portfolio. We will sit down and talk about your goals and how we might best achieve them. Many times, my clients are unsure of their goals. When that’s the case, I can help my clients create or connect with their goals. I am a proactive thinker and planner. And I’m on your side. |
| • | How to choose the investments vehicles most appropriate for your individualized plan. |
| • | How to implement the plan we develop for you. |
| • | How to best “stay the course” during times of market fluctuations. I can’t make any promises, I don’t have a crystal ball, but together we can develop the best plan based on historical data as well as on the best thinking available. |
What I Offer:
Additional Features I Can Provide in Our Partnership:
Accessibility to high-quality institutional funds
I am affiliated with investment professionals who are respected leaders in structuring specialized investment funds for institutional investors. Through my services, you gain access to these funds.
Fee-based management
I charge an annual fee for my services based on total portfolio value rather than a commission to buy and sell assets. My interests are aligned with yours – to increase your portfolio's value.
Discipline
We will establish an investment policy statement from the beginning of our relationship and hold regularly scheduled reviews to monitor the progress of your plan. We will examine all available investment opportunities and ensure that your goals have not changed since we first created your strategy.
Total control of your assets
Your account will be in your name. While you will grant me limited power of attorney to execute transactions on your behalf, you remain in control of your assets.
My affiliations, which will help you achieve your investment goals, include:
- Dimensional
Fund Advisors (DFA)
Access to a high-quality collection of passive asset class, no-load mutual funds that are otherwise available to large, institutional investors.
- Fidelity
Investments
Can serve as a custodian and broker for your trades.
- AEGON
Financial Services Group
Enables you to access DFA sub-accounts inside a no-load, low-cost variable annuity.
- Retirement Plan Platforms
Independent alliances with retirement plan platform providers enable access to fully bundled, competitively priced 401(k) and other retirement plan services to offer to plan sponsors and their employees.
- Santa
Fe Trust, Inc.
An independent trust company that provides personal trust account administration, for trust account investment management.
It’s about building a relationship of trust. I will work to earn yours.
