What Exactly We Do
As a Destin area Fee-Only investment advisory firm, we manage private wealth portfolios for asset under management clients and perform a variety of other financial planning services for them. As Destin investment advisors, we view each client’s financial picture and goals from a holistic financial planning perspective. We are very tax-sensitive and perform a tax analysis on every security in a new portfolio to establish a cost basis for all securities that might be sold. Clients with assets under management enjoy all ancillary services at no extra charge, including income generation strategies, financial planning services, retirement cash flow analysis and Social Security optimization strategies. Asset under management clients can also, at no extra charge, avail themselves of the services of our attorney on staff, who reviews estate planning documents, trusts and wills.
For clients without assets under management, we also perform hourly financial planning services.
To find out more about our services, please click on any of the drop-down subject lines at the top of the page under the menu button for “What Exactly We Do.”