eMoney Financial Plan
- Your financial plan will be developed on eMoney, a state-of-the-art financial planning software accessible from your home computer, tablet, or phone.
- Important documents like Trusts, Wills, Powers of Attorney, etc. are stored in your Document Vault so that we may serve your needs in all situations.
- Secure integrations with internal and external financial institutions allow for daily automated account balance updates.
- Optional integrations with credit cards, debit cards, and checking accounts provide state-of-the-art budgeting and cashflow tools and are private or shared with your advisor at your discretion.
Wealth Management
- Our Proprietary Investment Models and your custom Portfolios are actively managed to align your investments with your objectives and risk tolerance.
- Tax Efficient Strategies like ROTH Conversions, Tax-loss Harvesting, and Municipal Bonds reduce our clients’ tax liability.
- Faith Driven Models are available for clients seeking to align their values and investments.
- Insurance and Annuity solutions may be recommended to current clients depending on their specific needs.
Legacy Planning
- It has been a genuine pleasure for us to serve our clients, along with their children and grandchildren, through dynasty planning across three generations.
- Generational Wealth Planning and transferring wealth to the next generation are the core of our practice.
- Trust accounts provide solutions for our clients with advanced protection and planning needs. (Revokable, Irrevocable, Charitable, Special Needs, ILITs, QTIPs, etc.)
- Many clients have a heart for philanthropy and charitable giving and take advantage of Donor Advised Funds. We help them gift with tax efficiency to increase benefits for both the recipient and the donor.
Personal Relationships
- Semi-Annual Meetings, Regular Email Communications, Zoom, and Phone Calls keep our clients informed and confident in their financial positioning. Providing them with peace of mind so they can focus on their families and passions in life.
- Strategic partnerships with Geneos CFAs, Analysts, trusted 3 rd party Money Managers, CPAs, and Attorneys provide our advisors with a robust suite of knowledge and market insight as they seek steward your assets wisely.
- Attached is an example of an email communication from 10.4.2024
Transparent Fees
- Our clients pay an AUM Fee of 0.75% for the first $1,000,000 of assets that we manage for them. Clients receive fee reductions when assets exceed the $1,000,000 threshold.
- Our AUM Fees are significantly lower than the industry average, providing our clients with value-driven stewardship through integrity and discernment.
* AUM - Assets Under Management
** eMoney Financial Planning is provided at no additional cost to our clients.