SERVICES & PRICING

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?

GROW

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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

RETIRE

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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

SELF EMPLOYED

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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

PRICING

One-Time Planning Fee* + Quarterly Management Fees

*ranges from $1,000 – $5,000 depending on complexity

InvestmentsQuarterly Fee
Up to $500,000$1,000 Fixed
$500,001 – $1,000,0000.20%
$1,000,001 – $2,000,0000.175%
$2,000,001 – $3,000,0000.15%
Greater than $3,000,0000.125%

Additional Offerings —

  • Tax Return preparation offered separately for an additional fee.
  • Got a quick question? Hourly consultations are available for $300 per hour.
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