Services & Cost

The services we offer provide a framework for you to make decisions in line with your current situation and future goals.

Services Provided:

  • Comprehensive Financial Plan
  • Pros/Cons to Different Options
  • Portfolio Construction & Management
  • Regular Monitoring & Reviews
  • Guidance & Discipline to Plan
  • Referrals to Qualified Professionals
    • CPA, Estate Attorney etc

Services NOT Provided:

  • Tell you what you can or cannot purchase
  • Sell or implement insurance products
  • Prepare tax returns nor interpret tax code
  • Draft legal documents

Initial Financial Plan Creation – $2,250

The financial plan and associated fee is required at the start of every relationship.  This fee compensates us for our time and allows us to create plans that are independent and objective.  Upon the completion and delivery of your initial financial plan, we welcome you to engage in an ongoing financial planning and investment advisory relationship, but you are not required to do so.

Ongoing Wealth Management Services

Our wealth management services agreement includes ongoing financial planning and investment advisory services.  We believe that the value exchange offered through this service is second to none.  For further details concerning the fee calculations for this service, please refer to our ADV Disclosure Documents and Form CRS – SEC.