Asset Strategy Consultants
Fee-Only Financial Advisor to individuals, retirement plan sponsors and participants. Finance blogger.
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Experienced Chicago Financial Planner and Investment Advisor serving individual and institutional clients.
• Investment advice
• Retirement Planning
• Comprehensive Financial Planning Advice
• College Planning
• Estate Planning
• Insurance Planning
• Tax Planning
• I serve as my client’s Financial Quarterback
401(k) Plan Level Investment Consulting
• Analysis of investment performance against appropriate benchmarks.
• Asset allocation studies as required addressing possible inclusion of new asset classes.
• Development of an Investment Policy Statement (IPS).
• Investment selection in accordance with the IPS
• Investment performance reporting and period client investment committee meetings providing analysis of the retained investment options.
• Recommendations, where appropriate, with regard to retained investment options that do not meet IPS guidelines.
• Annual review of costs associated with the management of the portfolio, to include fees for investment options, custodial and administration.
• Searches as required to replace existing investment options.
• Plan sponsor fiduciary education programs.
Specialties:Investment and financial planning advice for individuals. Investment consulting services for retirement plans, foundations and endowments. All advice is fee-only. No commissions, no product sales, no conflicts of interest. All advice is geared to the best interests of our clients. I am a member of NAPFA, the largest professional group for fee-only financial advisors in the country.
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