Financial Planning, Investment Management, and Everything Financial

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Our Process

We want the process of developing your Retirement + Roadmap to be educational and informative. Having clear expectations up front will allow you to fully participate in this process.

  1. Initial Phone Meeting
    An initial call allows us to see if we can potentially improve your situation. If not, we will help you find someone who can!
  2. First In-Person Meeting
    We aren't here to pitch, we will get to work right away gathering data and putting together an outline of your financial situation.
  3. Roadmap Preparation
    You can take it easy now. We are hard at work discovering if we can increase your retirement paycheck, lower your taxes, lower your fees, and provide you with consistent fiduciary advice. 
  4. Second Meeting: Retirement + Roadmap Presentation
    During our second meeting we will present your custom Retirement + Roadmap, showing our analysis of potential areas of improvement for your portfolio. 
  5. Your Analysis
    In between our second and third meetings, you need to decide who is going to fix the areas we have identified as problem spots in your retirement. If you decide that we are that firm...
  6. Third Meeting / Committment
    We will answer any final questions you have and start the process of improving your financial situation. You will not receive any sales pressure from us, we only want to work with clients who understand the value we provide. 
Watch Our Retirement + Roadmap Video 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)

Spending Plan

Retirement Analysis

Account Structure Review

Investment Planning

Insurance Planning

College Savings

Debt Repayment Options

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

Items in Level 1 Plus:

Retirement Income Plan

Social Security Report

Tax Savings Analysis

Long-Term Care Review

Custom Investment Allocation

Insurance Analysis

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Varies ($250 Hourly Rate)

Custom Solutions Per Project:

Strategic Business Planning

Company Benefits Review

Stock Options

Health Care

Anything Financial!

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Not Sure What You Need?

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


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