What is your current situation?

• Your portfolio has reached a size where you are no longer comfortable managing it yourself.

• You are currently questioning the advice, or lack of advice, you are receiving.

• You need assistance with a specific goal such as rolling over a retirement account, planning for your heirs, diversifying stock options, seeking to use your retirement account for more alternative forms of investing.

• You have assets in multiple vehicles – 401(k), IRA, mutual funds, real estate, etc. – and you want someone to create a unified “big picture” by organizing, consolidating, planning, and reporting on your investments.

• You want to make gifts to family members and need help administering your bequests.

• You want professional assistance to navigate unpredictable market conditions and the continual stream of new and complex investment opportunities.

Do you meet these typical client requirements?

• $500,000 in investable assets.

• A willingness to delegate investment management of your portfolio.

• Agreement to pay based on a percentage of the assets managed for you.

• Interest in taking an integrated approach to your finances.

• Ability to follow a disciplined plan in both up and down markets.

• Openness in sharing personal information about your finances.