What can you help me with?

We help with financial planning, investment management, retirement planning, estate planning coordination, and the financial questions that come up throughout life.

Do I need a certain amount of money to work with you?

Every situation is different. The best place to start is a conversation. We can learn what you need, answer your questions, and see if we are a good fit for each other.

Do you only work with retirees?

No. We work with people at many stages of life, including those building wealth, getting closer to retirement, and already retired.

Can you help me consolidate old retirement accounts?

Yes. We can review old retirement accounts with you and help you understand the options available.

Can you work with my attorney or accountant?

Absolutely. When it makes sense and with your permission, we can work with your attorney, accountant, or other professionals so everyone is on the same page.

How often will we meet?

It depends on what you need. We schedule regular reviews, but you never have to wait for a meeting to call us. If you have a question or something changes, just reach out to Mac or Manny.

Can we meet virtually?

Yes. We can meet in person, by phone, or virtually – whatever works best for you.

What happens during the first meeting?

The first meeting is really just a conversation. We want to get to know you, understand what you are looking for, and make sure you feel comfortable with us before talking about next steps.

Who will I actually work with?

You will work directly with us – Mac and Manny. We are a two-person office, so when you call or email, you are talking to the people who know you and know your accounts.