Broker Check

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.

  • Single - $2,500
  • Married - $5,000
  • Business Owner - $7,500+
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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 (0.35% to 1.00% based on assets)
  • $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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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help you know the recipe for success in retirement.