WHY ADVICEPERIOD
Not what you’d expect from a wealth advisory firm.
You won’t find any pictures of sailboats and golden retrievers at AdvicePeriod. Just simple, straight-forward advice. We built a firm designed to deliver tangible results without unnecessary complexity. And no torturous meetings that numb you into submission with data. Our clients want a little – a lot – and we are here to provide the “always on” type of service that you deserve.
Just what you’ve been looking for.
Undoubtedly, you have very unique needs, but our experience has taught us that you will want three things that every client deserves.
Simplicity
We translate industry jargon and highly complex concepts into everyday English.
Action
We create your plan, coordinate your paperwork, and make everything actionable so you don’t have to.
Accountability
We are committed to pure transparency and full disclosure of all conflicts of interest.
Simple advice in simple English.
It’s hard enough to make decisions about your overall financial picture, your investments, or your estate without the added frustration of industry jargon and highly complex terminology. That’s why we insist on absolute clarity at AdvicePeriod — we want to know everything about you and make certain you understand what we know. After all, you can’t be sure about your decision if no one is speaking your language.
The direction and guidance you need for your estate.
Planning is a huge part of what we do at AdvicePeriod, but so is execution. After we review your current estate plan, legal documents, and balance sheet, our team will outline the strategies you should employ, in the order in which you should employ them, and explain their relative impact. We’ll even walk you through final documents, help negotiate legal fees for you if needed, and see you through execution. For us, it’s all about impact.
And fees that make sense.
Most investors have no idea what they pay in fees. We strongly encourage you to take a close look at the fees you pay. We want to help ensure you never overpay for services that add little or no value.
