The most frequent comment I hear is “I have accounts all over the place”. This solution provides a research backed, fully diversified portfolio of low cost index funds, exchange traded funds, and/or institutional money managers. This service includes an annual check-up and is the ideal solution for those who need to get their investments in order but don’t feel quite ready for an ongoing planning relationship.
This solution will help you organize and consolidate your accounts to streamline analysis and decision making. It includes ongoing administration, such as contributions, required minimum distributions, tax withholding, web access and reporting, among others. It also includes advice on such things as investment selection, allocation, location and rebalancing. It provides access to a qualified professional who knows you rather than dealing with an 800 number or online chat box for service.