Broker Check

Hourly Model

For working professionals that need help with financial decisions and planning, including:

  • Investment analysis and recommendations for outside accounts (401k, 403b, IRA, Roth IRA, etc.)
  • Budgeting
  • Group benefits analysis
  • Retirement planning
  • Student loan analysis
  • Risk management gap analysis (life insurance and disability insurance)
  • Education analysis for those with children
  • Planning for a major purchase (new car, house, etc.)
  • Sudden wealth (inheritance)
  • Beneficiary review
  • Charitable planning
  • Access to a CERTIFIED FINANCIAL PLANNER™ professional

You will also have an online portal that provides you with on-demand access to your financial picture all in one place to monitor your account activity, track progress toward your goals, evaluate spending, and much more.