Our Services
Behavioral Coaching
Managing behavior is as important as building plans and portfolios. Mistakes happen when financial decisions are due to emotional biases and lack of discipline. My mission is to keep clients focused on their goals, even as short-term objectives change.
Customized Portfolios
While individuals, families, and businesses may have similarities, each is unique and requires a custom strategy to meet their needs and values. I will collaborate with you to develop a portfolio that adheres to your risk tolerance and the direction of your plan.
Customized Retirement Plan
When developing a customized retirement plan, it’s important to consider the personal needs of each individual. By creating a personalized retirement plan design that aligns with your lifestyle and financial situation, we can ensure you feel satisfied and confident in your financial future.
Planning Reviews
A scheduled planning review is necessary to understand how your life and goals may have changed. Updates to your plan can ensure we stay on track to pursue your goals.
Communciation
Our scheduled outreach includes regularly planning reviews, check-ins and ongoing education opportunities. You can also count on a response within 1 business day on any questions or concerns.
Our fee structure
We primarily charge a fee that is based on a percentage of your assets under our management (our “AUM Fee”). Our services include non-discretionary investment management as well as financial planning services for individuals, trusts, and estates. The percentage we charge you as a client decreases as your assets under our management increase.
Disclosures
Investment Advisors Group, LLC is a Registered Investment Advisor
For additional information about our firm click here for our Client Relationship Summary (CRS) and a current copy of our ADV Part 2A.