This is our highest level of service provided. We advise on a range of topics and we manage your investments for you.

No matter the amount of assets you have the annual rate is 0.4% of investment assets under management billed quarterly.

  • Life and Career Goals
  • Investment Advice and Management
  • Risk Analysis
  • Educational Funding
  • Workplace Benefits
  • Tax Planning
  • Retirement Planning and Projections
  • Retirement Distributions
  • Social Security Timing
  • Estate Planning
  • Chartiable Giving

Our financial planning service is $1,000 – $3,000 for the initial plan.  Then as an ongoing client paying $50 – $150 per month.  With the ongoing service you will receive support to help implement the financial plan and we monitor the plan as your life unfolds.  We will be there to hold you accountable.  We evaluate and take into consideration:

  • Life and Career Goals
  • Investment Analysis
  • Insurance Analysis
  • Household Cash Flow
  • Housing Needs
  • Debt Management
  • College Planning
  • Retirement Planning
  • Workplace Benefits
  • Social Security Strategies

We are available for hourly advice at a rate of $100-$200 per hour.  We will focus on our clients goals and guide them to success.  This is available for those who are not ready for the complete financial plan.  We will provide advice on 1-2 of the topics below.

  • Life and Career Goals
  • Investment Analysis
  • Insurance Analysis
  • Household Cash Flow
  • Housing Needs
  • Debt Management
  • College Planning
  • Retirement Planning
  • Workplace Benefits
  • Social Security Strategies

FINANCIAL FREEDOM IS JUST A PHONE CALL AWAY.

SCHEDULE A MEETING

FINANCIAL FREEDOM IS JUST A PHONE CALL AWAY.

SCHEDULE A MEETING

HOW IT WORKS

1st

First meeting is free of charge. This is the Discovery Process where we have the opportunity to get to know each other.

2nd

We will ask you an array of questions in order to gain more knowledge on your current situation and aspirations you have. This is where the goal-setting process starts! .

3rd

Now we know where you want to go. It is time to see where you are at currently. We look over all relevant financial information. This is where we start organizing your financial life.

4th

After gathering all financial documents we put together a plan for you. Recommendations in plain English that are tailored to your goals and values.

5th

Upon going over the plan with you we are ready to start taking action towards the plan. We sit down and prioritize which action(s) to take first.

6th

We continue to review your life’s goals to make sure the financial plan is in alignment.  We stay proactive to life’s transitions, while monitoring progress of your portfolio and maintaining focus on your goals.

FEELING EMPOWERED? LET’S GET STARTED.

SCHEDULE A MEETING

FEELING EMPOWERED? LET’S GET STARTED.

SCHEDULE A MEETING