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

Download Free Resources

Are 529 plan distributions taxable?

A portion of it may be. Use this flowchart to determine your tax rate.

HSA Contributions

If you have a high deductible health care plan, you might benefit from an HSA.

Contribute to your Roth IRA

Use this handy flow chart to determine if a Roth IRA is right for you.