In The Money Retirement Planning
Categories
Finance & Insurance
About
We help business owners build value in their business and exit with a plan in place.
We help Inheritance Recipients preserve their inheritance and give it a purpose.
We help charitable gifters maximize their gifting impact and maximize their taxes deductions.
We help pre-retirees with maximizing their plan for retirement and lowering their lifetime taxes bill.
Work with us
1) Investment Management & Financial Planning - full service with quarterly Assets under management fee only(1.25% with fee reductions after 500k under management)
2) Financial Planning Only or CFO services- Advice only paid on monthly retainer basis($99-$1,000) with upfront onboarding fee ($2,000)
3) Hourly - answers to quick questions -$199/hr
No asset minimums to work with us.