Home Services Learn About Schedule a Call Now


Financial Planning, Investment Management, and Everything Financial

Schedule a Call Now

$250,000 + Investment Accounts

For clients with over $250,000 in investable assets financial planning services are included in our investment management fee.

Financial Planning Investment Management
  • Cash Flow Analysis
  • Retirement Distribution Plan
  • Tax Reduction Planning
  • Social Security Review
  • Long-Term Care Planning
  • Life Insurance Analysis 
  • Custom Asset Allocation
  • Tax-Efficient Investment Management
  • Low-Cost Portfolios
  • Retirement Distribution Management
  • Income Focused Solutions
  • Active Investment Management

Fee Schedule

  • 1.25% - Up to $250,000
  • 1.00% - $250,000 to $1 Million
  • 0.85% - $1 Million to $2 Million
  • 0.70% - $2 Million to $3 Million
  • 0.50% - $3 Million +

< $250,000 (but on the way there!)

For clients with less than $250,000 in investable assets our financial planning and investment management fees are separate charges.


$450-$600 ($150 Hourly Rate)

Retirement Analysis

Account Structure Review

Investment Planning

Insurance Planning

College Savings

Company Benefits Reivew

Schedule Now


$800-$1,200 ($175 Hourly Rate)

Items in Starter Plus:

Tax Planning Analysis

Retirement Income Plan

Social Security Report

Long-Term Care Review

Custom Investment Allocation

Insurance Analysis

Schedule Now


Varies ($250 Hourly Rate)

Custom Solutions Per Project:

Strategic Business Planning

Cash Flow Analysis

Stock Options

Health Care

Anything Financial!

Schedule Now

Not Sure What You Need?

We are happy to have a quick conversation to see if we can help. No sales, just answers.


50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.