Advice on Retainer
We also offer advisory services that may be either in addition to managing investments or in lieu of financial planning. In this scenario, clients can retain our advisors for advice on miscellaneous financial issues, such as mandatory retirement distributions at age 70 1/2, the death of a spouse, future social security benefits, employer-sponsered benefits and retirement plans. In this case, an annual retainer fee is paid to secure us as the client’s personal financial advisor on an ongoing basis. For complete information, including our fee schedule, contact our office.