Our Services

We are a fee-based financial planning firm. This means we create a financial plan for you for a pre-determined cost. In our initial conversation, we will share more details about our menu of services, get a better understanding of what you are looking for in an advisor relationship, and determine the best course of action. Our services include:

Advanced Planning

Annual Planning Fee: $7,500+

This option is for you if you are an established professional, a business owner, or already retired. You’re in need of tax strategy, wealth protection, and an updated estate plan. You want high level advice from our most experienced advisors.

Services Include:

• 3-4 meetings per year

• Support from our team all year

• Wealth transfer planning

• Executive compensation analysis

• Business succession planning

• Charitable giving strategy

• Estate planning analysis

• Tax analysis and strategy

• Social security and pension strategies

• Marriage/Divorce consulting

• Coordination with attorney and accountant

• Ongoing professional portfolio management (active and passive) for a separate fee

• Net worth analysis

• Cash flow analysis

• Insurance assessment and recommendations

• Investment analysis and recommendations

• Retirement income planning

• Education planning

Technology Access to:

• Riskalyze (risk assessment software)

• Holistiplan (tax analysis software)

• Right Capital (financial planning software)

• Trust & Will (estate planning software)

Foundational Planning

Annual Planning Fee: $4,500+

You have priorities and goals. You’d like targeted advice and guidance from a professional advisor. While your situation isn’t complicated yet, you don’t want to be responsible for figuring out a plan on your own at this stage. We can help.

Services Include:

• 2 meetings per year

• Support from our team all year

• Executive compensation analysis

• Estate planning analysis

• Social security and pension strategies

• Cash flow analysis

• Insurance needs assessment

• Investment analysis and recommendations

• Retirement income planning

• Education planning

• Debt repayment strategy

Technology Access to:

• Riskalyze (risk assessment software)

• Right Capital (financial planning software)

Investment Management Only

Annual Fee: 0.8% - 1.2% of portfolio

This is offered as part of our menu of services for clients who have completed the fee-based planning process and solely want professional investment advice but no other planning support from our team.

Services Include:

• One meeting per year

• Asset allocation analysis

• Risk tolerance analysis

• Securities review and recommendations

• Tax loss harvesting

• Portfolio rebalancing

• Tax-sensitive investing

• ESG (environment, social and governance) socially responsible investing