Our mission is to insure the financial safety and peace of mind of a limited number of retired clients. We believe a planned retirement is a safe retirement, and thereby a happy retirement.
Our suite of services includes a 20 year budget, investment management, tax planning, tax returns, withdrawals and withholding, long term care insurance, and estate planning. We call this our Retirement Income Package, and it provides our clients with a continuous view of where they should be, and how they are doing. We eliminate the fear of running out of money before running out of time, and the waste of running out of time, before running out of money.
We look for long term relationships with each of our clients. When the bond of familiarity grows between our clients and us, life improves. It?s easier and more effective to service clients we know well, while clients gain the confidence of knowing we will take care of them.
|Name of Broker/Dealer:||Purshe Kaplan Sterling Investments|
|States Licensed in:||CT, FL, ME, MA, NH|
|Number of Years with Current Firm:||5|
|I work with the following types of clients:||Individual Investors|
|Investment Types:||International Investments , Alternative Investments , Mutual Funds , Annuities|
|I can meet clients in the following ways:||At my office|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Annuity|
|Financial Organization Memberships:||Boston Security Analysts Society|
|Non-Financial Organization Memberships:||Former board member of the American Cancer Society and the Hopkinton Education Foundation.|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Based on Assets|
|Fee % Based on Assets:||0.9%|
|Additional Details on Charges:||Initial meetings are complementary for qualified inquires, and usually include the development of a financial plan. Management fees are assessed at 0.225% of assets under management, per quarter, in arrears. (9/10th of a percent per year) Polaris Advisors has no set up charges or termination fees. All services described except lawyers fees for documenting estate plans are included.|