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Overview of Services
 
Tassel Capital offers two services: asset management and comprehensive financial planning. 

Investments have accurately been compared to the engine that powers your long-term financial progress.  Tassel Capital’s investment strategy focuses on managing risk through multiple levels of diversification.  All portfolios are custom designed to fit each individuals risk tolerance—while  focusing on long-term goals.  Fees for investment management services begin at 1% on the first $400,000 under management.  Minimum fees do apply.  (Call Tassel Capital to learn more about fees.) 

The second service offered is comprehensive financial planning.  Tassel Capital offers guidance services in the form of on-going planning services.  The services are highly personalized resulting in a relationship—not a process or a transaction.  Through the on-going planning services, Tassel Capital serves as your personal CFO.  Fees are based on an individual’s complexity.

Comprehensive advisory or expert analysis is also available in the form of hourly or fixed-fee planning services.  While these do not provide clients the benefits of the guidance relationship, many people have a desire to have a professional review their do-it-yourself strategies by providing specific direction toward their goals.  While these services will be offered at this time,  the long-term focus of Tassel Capital, however, is to maximize the impact in the lives in individuals through guidance relationships.

Call Tassel Capital to learn more about how these services may  fit your needs.