Resources
As a fiduciary and as someone who wants to contribute to others, I’ve collected a few resources that I’ve made available to the public. I hope you find them helpful as you consider your finances.
Frequently Asked Questions
Is there a minimum investment required to avail of your services?
Our minimum account size requirement for investment advisory services is $50,000. At our discretion, we may waive this minimum. We do not have a minimum account size requirement for financial planning
services.
What is your investment strategy?
We design our client portfolios based on their need, ability and willingness to take risk. We primarily practice passive investment management. Depending on the client's risk tolerance, we might also design our portfolios to tilt towards investments that include more smaller and value oriented companies. Feel free to schedule a complimentary consultation to discuss further.
What are your fees?
Please visit our Pricing page to get more details on our pricing structure.
How do I monitor and keep track of my account balances?
Clients have online access to their brokerage accounts via TD Ameritrade. To review accounts that are outside of TD Ameritrade, please login to BridgeFT. For further clarifications, please contact us.
I have another question that is not listed here. Who can I ask?
Please call 512-423-4567 and we will be happy to answer any queries.
Read the Blog
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Download Free Resources
Can I contribute To My Roth IRA?
Determine if you can contribute to your Roth IRA.
Should I Pay Off My Debts?
Determine if you should pay off your debts or not.
What Issues Should I Consider When Purchasing a Life Insurance Policy
What to consider when deciding on a life insurance policy.
What Issues Should I Consider If My Spouse Passed Away?
Financial planning for the loss of a spouse.
What issues Should I Consider When Owning a Rental Property
Planning for a rental property
Should I Roll Over My Dormant Traditional 401(k)?
Determine if you should roll over your 401(k).
Should I Pay Off My Mortage?
Determine if you should wait to pay off your mortgage or not.
Are 529 plan distributions taxable?
A portion of it may be. Use this flowchart to determine your tax rate.
Will the distribution from my HSA be tax & penalty-free?
If you have a high deductible health care plan, you might benefit from an HSA.
What issues should I consider when purchasing a Life Insurance Policy?
Use this handy flow chart to determine the policies for you.