The Do-It-Yourself Investor

You like managing your own finances and investments, and do not want to give up custody and discretion to a wealth manager. You certainly do not want to pay high AUM (Assets Under Management) fees, and especially not commissions, yet you recognize the value of getting an unbiased professional eye on your financial plan once or twice a year in order to fine tune your plan and get the input of a person in the middle of the financial world full-time.

320life can be that second set of eyes, even if for only 1-2 hours a year, and we can provide the service at a low price you and your investment returns can handle.