What We Offer
Highly structured tailored solutions to meet your needs through comprehensive financial planning including but not limited to:
Comprehensive portfolio management with a focus on a conservative investment approach
Comprehensive Insurance Solutions
Comprehensive Retirement Planning
Comprehensive Savings Solutions
Savings Solutions for Luxury Travel, Second Homes, Etc.
Skymiles audit & tips to leverage frequent flyer programs
Certified Financial Planner®
Our founder is one of only 85,272 CFP®'s as of 11/30/2019.
We are experts in financial, investment, retirement and insurance planning.
Know exactly what you will be getting and what it's going to cost you.
We are not generalists, but specialists.
A virtual financial advisor model purposely built to serve Elite Frequent Flyer CEO's, Founders, Business Owners and C-Suite Executives.
What Specific Strategies We Promote
We help clients crystalize their hopes, dreams, and goals for the future and then help them create an actionable financial plan with specific recommendations on how to realize all that is important to them. These plans are highly personalized & customized for your needs but tend to help people answer the following questions:
- How and when can I retire?
- How do I effectively transition out of my business?
- How should I invest/save my money to do everything I want to do?
- How do I navigate volatile market conditions?
- What insurance, and how much, do I need?
- How much do I need to save for everything from retirement & college to buying a beach home and luxury travel?
- How can I pay less in taxes?
- How do I transfer my wealth to the next generation?
How We Apply Our Proven Strategies
Through our comprehensive financial planning process we first establish an in-depth understanding of your hopes, dreams, and goals for the future, covering everything from what is the single most important thing you want your money to do for you to what is keeping you up at night. This gives us your personal & financial baseline.
We then build and test a variety of solutions based upon our established baseline and where you want to be in the future. With your input we are able to narrow down everything you like, and don’t like, about the different solutions and then boil them down into one actionable financial plan that you feel really good about and tells you exactly what you need to do to realize all that is important to you.
Why Successful Frequent Flyers Choose Us Over Any Other Advisor
As the leading virtual financial planning practice in the USA we specialize helping our well-traveled clients regardless of their location or ours, saving them time and money by embracing the virtual model. We know what it means to be a first-class world traveler and built our entire infrastructure to serve our clients with the best possible experience so they can focus on what they do best and pursue their passions, bringing balance to their personal, business, and financial lives.
Why Our Results Are Believable
We specialize in working with frequent flyers like Delta Diamond Medallion Members & Luxury Travelers who are CEOs, Business Owners, and Key Executives because our founder is one. Our founder, Derek, has been a Delta Diamond since 2015 and has started multiple successful businesses.
Our firm has been working virtually since 2013 with clients from coast to coast. As a Certified Financial Planner® (CFP®) Derek acts as a fiduciary for his clients, legally putting their interests ahead of his or his firms, through objective and expert advice. Here is a list of people that are already familiar with the work we do and know our commitment to trust, integrity, and accountability is at the core of what we do.