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Managing Your Resources Well

Four ways we can work together

One-Time Plan

For do-it-yourselfers who want a professional perspective. Comprehensive financial plans and estate plan designed to answer all of your questions and create a clearer path toward your goals.

  • $5,000 to $20,000
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Hourly Model

Hourly model available for financial project work including financial planning, estate planning, investment analysis and recommendations, rebalancing, and tax planning.

  • Standard rate of $400 per hour, volume discounts available
  • No asset minimum
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Wealth Management

We'll be your personal CFO. Comprehensive financial planning including investment management.

  • A percentage fee determined by the size of the total managed portfolio
  • $500,000 asset minimum
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Retirement Plan Services

Investment advisory services to 401(k), Profit Sharing and Defined Benefit retirement plans. When necessary, we will aid plan sponsors in evaluating options for outside service providers

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