We provide both financial planning and investment management services for clients looking for an on-going partnership with a small independent firm that maintains a personal open-door relationship with our clients.
We think every client deserves an unbiased (fee-only) advisor who helps clients reach their goals, has high standards, and who takes a straightforward, common-sense collaborative approach, putting the client in control of a hassle-free process....all with openness and transparency.
The main result is the reduction of stress and time associated with financial decisions, with the benefit of adding value – beyond our fee. For example, we help our clients:
- Understand if they have enough resources to retire
- Invest prudently and appropriately
- Navigate the transition into retirement
- Pay less taxes via sophisticated multi-year tax-planning
- Make ideal Social Security and pension collection decisions
- Manage their income tax liability and capital gains tax
- Minimize financial costs
- See the big picture
- Make exercise/sell decisions around equity/stock options
Please browse our website, and do feel free to give us a call and ask any questions about our firm, fees, or services. We are sure you will be delighted with your experience.
William Starnes & Mallard Advisors, LLC