Whether you are just starting out on your career or knocking on retirement’s door, a fully implemented financial plan can be the missing piece that secures your future and gives you peace of mind.

Below are the three types of clients that we work best with.

What type of client are you?



Singles or couples looking to make their money work as hard as they are and grow their Net Worth.

  • Make Smart Investment Decisions
  • Manage Monthly Income and Expenses
  • Save for Home Down Payment or College Expenses
  • Plan for Retirement
  • Protect Your Family
  • Establish an Emergency Fund and a Will
  • Review your Tax Return for Opportunities



Singles or couples recently retired or planning to retire within the next 10 years looking to create a successful Retirement Plan.

  • Project Living Expenses in Retirement
  • Analyze Retirement Age Options
  • Evaluate When to Start Social Security Benefits
  • Review Medicare and Health Care Costs
  • Discuss Charitable Giving
  • Plan for Retirement Income strategies
  • Minimize Taxes



Freelancers and small business owners looking for guidance with maximizing cash flow and minimizing taxes.

  • Utilize Tax Savings Strategies
  • Choose and Implement the Best Retirement Account
  • Protect Business and Family
  • Review Debt and Loan Options
  • Evaluate Optimal Business Structures
  • Plan for Succession or Sale


One-Time Planning Fee (ranges from $2,500 – $5,000) plus Annual Management Fees based on investments and paid quarterly (minimum quarterly fee is $2,000).

InvestmentsAnnual Fee
Up to $1,000,0001.0%
$1,000,000 – $2,000,0000.75%
$2,000,000 – $3,000,0000.60%
Greater than $3,000,0000.50%

Additional Offerings —

  • Tax Return preparation services are offered through Four15 Advisors, an unaffiliated entity, and for a separate fee based on complexity of tax return.
  • Hourly consultations may be available starting at $300+ per hour. Hourly consultations are not available at all times.