Reflective
Wealth Management
This service is designed to help you generate passive income, while continuing to grow your assets over time.
It’s meant for you, if you have at least $500,000 to invest and want to:
1) cover your living expenses
2) keep growing your wealth
3) keep increasing your quality of life
4) maximize your impact on people and causes you love
1 - foundational wealth strategy
You will receive all the benefits of my wealth creation service.
This includes:
1) Customized Financial Strategy and Plan
2) Managed Investment Strategy
3) Unbiased Insurance Recommendations
4) Basic Tax Planning
5) Basic Estate Planning
6) Ongoing Coaching and Accountability
For full details on this service, click here.
2 - full time consulting relationship
You have my undivided attention, whenever you need it.
Whether you have a specific issue to address or just want to bounce something off me, you can schedule a meeting. So you can always rest easy, knowing you have a trusted expert and friend in your corner.
This makes you more likely to achieve your goals. In the most efficient way possible. While having more fun along the way.
3 - advanced tax planning
At your level of wealth, tax considerations become more consequential. Especially when you start making withdrawals from your investment accounts.
This is why — every year — we’ll do a proactive tax planning session.
This will include a review of your tax return, where we’ll look for ways you might be able to lower your annual tax bill.
And it will also include updates to your portfolio withdrawal strategy, as needed. With a goal of minimizing the income and capital gains taxes paid on withdrawals.
4 - advanced estate planning
Wealth creates the ability to make an impact and leave a lasting legacy.
Every year, we’ll review what this looks like for you. We’ll identify legacy goals. And we’ll track your progress toward them.
At your level of wealth, legal structures tend to get a little more complex. It’s likely that a trust would be more beneficial to you than a simple will. If so, we’ll make sure this is set up properly.
All of this will ensure you’re always maximizing both your impact and your legacy.
included in this service
1) Customized financial strategy and plan
2) Investment recommendations
3) Investment management
4) Insurance recommendations
5) Advanced tax planning
6) Advanced estate planning
7) Updates to plan as needed
8) Email support as needed
9) Quarterly progress reviews
10) Unlimited consulting service
11) Unlimited appointments
Flat Fee for Service
$1,500 Initial Setup Fee
+
$625 Monthly Retainer Fee
Retainer fees are auto-deducted from managed account(s)
$500,000 investment minimum