What Makes Picket Fence So Different?
We are truly dedicated to saving you from Wall Street. We are fee-only, meaning no commissions or sales fees, so our advice is tailored to your needs, not sales quotas. Further, we strive to radically lower your financial costs – the exact opposite of Wall Street. Finally, you decide how you work with our highly credentialed planners: hourly, retainer, asset management, or a combination.
Investments
Design your portfolio to minimize costs, taxes and volatility.
Advice
Answers to your financial questions with specific, customized advice in a straightforward language, no jargon.
Costs
Put more money in your pockets, not Wall Street’s.
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Internal for Kirk:
Financial Bloodwork
Low Hanging Fruit
Think in Small Degrees
Define Your Bucket Life
Prepare for the Worst
Does your portfolio match your risk tolerance?
What is the downside of your current portfolio?
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