Manage My Money Plan
This plan is perfect for people who want help with investments along with a comprehensive financial plan.
What You Get:
Unlimited meetings with Dave to:
- Manage your investments using time-tested, long-term strategies paired with the best current thinking among institutional money managers.
- Create your RightCapital Retirement Plan to firmly answer the question, “Have I saved enough for retirement?”
- Develop and implement your prioritized action plan to keep you focused on the actions that will make the biggest impact on your personal finances with the least amount of effort on your part.
Together We Will
Select investments on your behalf that reflect your goals, planning horizon and risk tolerance.
Create multiple retirement plan scenarios that look at the impact of varying your age of retirement, spending in retirement and incorporating goals like travel, passing money along to children or pursuing other passions and interests.
Incorporate tax planning, estate planning and Social Security planning elements to protect the wealth you have accumulated.
What It Costs:
1% of Assets Managed
($400,000 minimum)
• The $400,000 minimum is required to be eligible for investment management paired with comprehensive financial planning services.
• There are no minimums if you are only looking for help with managing your investments.
