Financial planning is your roadmap to a life of wealth, freedom, and unshakable confidence—crafted just for you. It’s not just numbers on a spreadsheet; it’s a thrilling journey that weaves together your dreams and dollars. Picture this: setting bold goals like retiring on a sun-drenched coast or funding your child’s Ivy League adventure, then reverse-engineering every step to make it happen. We dive into budgeting with a twist—making your money work harder—while sculpting an investment strategy that’s as unique as your fingerprint. Tax optimization? We have strategies to keep more in your pocket. Risk management? We shield your empire from life’s curveballs. Estate planning? Your legacy becomes legendary. Curious how it all comes together? Let’s ignite your financial future—together.

No, we don’t have an investment minimum. Our approach is to connect with you, understand your needs, and determine if we can be helpful and a good mutual fit. We offer a tiered fee schedule based on assets under management (AUM), ensuring our services align with your financial goals.

GreatDane Investment is a fee-only firm. A fee-only firm is an investment advisory practice where advisers are compensated only by client fees—such as a percentage of assets or flat fees—not commissions. We believe this reduces conflicts of interest, ensuring advisers act in the client’s best interests as fiduciaries.

We offer meetings via phone, virtually, or in person. We typically host wealth reviews quarterly but adjust the cadence to your preference.

Yes, GreatDane Investment and its advisers are fiduciaries. A fiduciary is a principled professional required by law to uphold the highest level of ethics and trust. A fiduciary adviser does not sell products or receive sales commissions. This standard of practice eliminates conflicts of interest, provides complete transparency and enables unbiased recommendations that are always in the best interest of clients.

A Registered Investment Adviser is licensed with federal and state regulatory agencies to provide investment advice and is legally obligated to always act in the best interest of its clients. Non-RIA advisers, such as broker-dealers, are only required to make recommendations that are suitable for clients and not held legally accountable.

A dual purpose corporation that buys and sells securities for its own account, but also acts as an adviser for customer accounts. These companies may also sell and distribute its own proprietary products. Broker-dealers are not required to disclose potential conflicts of interest or make a client aware of less expensive or more tax-efficient alternatives.