Managing All 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+
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
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 (up to 1.00%)
- $300,000 asset minimum
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
- Annual retainer based on complexity
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.