There are lots of ways we can help.
Working with us means getting custom-tailored financial planning and investment management services that meet you where you’re at.
But there’s more.
21 GOATS WILL:
- Provide friendly, knowledgeable support for your efforts and successes
- Help you build financial confidence by focusing on goals, priorities, direction, and structure
- Support you through transitional phases such as major illness, death, inheritance, job change, retirement, childbirth, divorce, legal issues, or other crises
- Promote quality of life enhancements like vacation planning
- Conduct annual planning evaluations that track your goals
- Analyze the impact of inflation on your overall financial plan
- Provide referrals to qualified professionals like CPAs, attorneys, and mortgage brokers
- Help you evaluate trending economic news to determine what you should and shouldn’t be concerned about
- Be honored to be the First Call for any questions you have with the potential to impact your finances
There are lots of ways we can help.
Working with us means getting custom-tailored financial planning and investment management services that meet you where you’re at.
But there’s more.
21 GOATS WILL:
- Provide friendly, knowledgeable support for your efforts and successes
- Help you build financial confidence by focusing on goals, priorities, direction, and structure
- Support you through transitional phases such as major illness, death, inheritance, job change, retirement, childbirth, divorce, legal issues, or other crises
- Promote quality of life enhancements like vacation planning
- Conduct annual planning evaluations that track your goals
- Analyze the impact of inflation on your overall financial plan
- Provide referrals to qualified professionals like CPAs, attorneys, and mortgage brokers
- Help you evaluate trending economic news to determine what you should and shouldn’t be concerned about
- Be honored to be the First Call for any questions you have with the potential to impact your finances
This is how we do it.
OUR SERVICES ARE DESIGNED WITH YOU IN MIND.
Tailored Financial Planning
We guide you through a comprehensive process to help you evaluate your opportunities, protect your assets, and pursue your goals.
Retirement Planning
We help you understand how optimize contributions to your retirement accounts and show you how to effectively turn your savings into lifetime income.
Social Security Planning
We help you decide when to start taking payments and show you how to maximize spousal benefits.
Investment Management
Based on your objectives and risk preferences, we provide investment recommendations and professional portfolio management services.
Small Business Planning
We provide operational and succession planning advice, analyze current employee benefits, help manage retirement plan tracking and maintenance, and provide guidance on business tax planning.
Insurance Planning
We evaluate current life, disability, long-term care, health, umbrella, property, and auto insurance and look for opportunities for improvement or money savings.
Cash Flow & Budgeting
We help prioritize your spending, prepare for potential pitfalls, and look for opportunities for additional savings.
Debt Management
We help you optimize your repayment strategy and use credit as a strategic tool to strengthen your financial position.
Trust & Estate Planning
We review beneficiary designations, account titling and estate documents. If needed, we collaborate with specialized professionals to help you complete an estate plan.
And these
are our fees.
WE OFFER FLEXIBLE SOLUTIONS
AT THE SERVICE LEVEL THAT
SUITS YOU BEST.
The Total Package
% FEE BASED ON ASSETS UNDER MANAGEMENT (AUM)
Includes all needed services listed above
Annual flat fee based on assets under management:
- 1.3% for AUM under $300K
- 1% for AUM $300K – 1M
- 0.85% for AUM +$1M
Financial Planning Consultation
$2500+ MINIMUM FEE
Fee determined based on complexity of case
Focus on what matters most
No investment account balance requirement
And these
are our fees.
WE OFFER FLEXIBLE SOLUTIONS AT THE SERVICE LEVEL THAT SUITS YOU BEST.
The Total Package
% FEE BASED ON ASSETS UNDER MANAGEMENT (AUM)
Includes all needed services listed above
Annual flat fee based on assets under management:
- 1.3% for AUM under $300K
- 1% for AUM $300K – 1M
- 0.85% for AUM +$1M
Financial Planning Consultation
$2500+ MINIMUM FEE
Fee determined based on complexity of case
Focus on what matters most
No investment account balance requirement
What's Next
Wondering how our process works?
Download our Client Service Timeline for a detailed overview of how we would work together.
Ready for a
conversation?
Book a time to Zoom meetings or chat on the
phone to explore working together.
Wondering how our process works?
Download our Client Service Timeline for a detailed overview of how we would work together.
Ready for a conversation?
Book a time to Zoom meetings or chat on the phone to explore working together.
QUICK LINKS
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.
View LPL Financial Form CRS
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
View this firm’s Relationship Summary.
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