Our Fees
Individuals and Families
One time financial plan
$2,000 – $10,000 (based on complexity)
Comprehensive Financial Plan
Full Investment Review and Analysis
Tax Planning and Optimization
Retirement Planning / Living in Retirement
Custom Goal Analysis and “What If” Scenario Planning
Wealth management
.50% – 1% Of Your Portfolio
Full comprehensive financial plan, recommendations are implemented for you.
Unlimited Financial Planning Services
Unlimited Access to your Advisor
Investments Managed For You
Ongoing Tax Planning and Optimization
Advisory subscription
$200 – $1,000 / mo
Comprehensive Financial Plan
Ongoing Assistance to Implement Recommendations
Monthly Review Meetings
Custom Goal Analysis and “What If” Scenario Planning
Regular Plan Updates and Investment Reviews
Business Owners
One time financial plan
$2,000 – $20,000 (based on complexity)
Comprehensive Financial Plan
Full Investment Review and Analysis
Tax Planning and Optimization
Retirement Planning / Exit Planning
Business Analysis Services and Scenario Assistance
Wealth management
.50% to 1% Of Portfolio
Comprehensive Financial Planning
Investments Managed For You
Unlimited Access to your Advisor
Discounts on Tax Preparation & Bookkeeping Services
Unlimited Scenario Assistance: Business Entity Strategy, Coordinate Insurance Benefits, Set up Retirement Accounts, Pension Design, Retirement Planning, Exit Strategy, Legacy Planning and more!
Advisory subscription
$200 – $2,000 / mo
Comprehensive Financial Plan
Ongoing Assistance to Implement Recommendations
Monthly Review Meetings
Custom Goal Analysis and “What If” Scenario Planning
Scenario Assistance + Discounts on Tax Preparation & Bookkeeping Services
Other Services
Business 401k Services
Please Contact Us For a Quote
Customized Retirement Plan Design.
Fiduciary Responsibility Management
Employee Education and Engagement.
Wide Range of Investment Options
Streamlined plan administration support.
Tax preperation
Starting at $450
Team of expert CPA’s and Enrolled Agents
Easy Onboarding
Subscription Options
Expert Support
Tax Planning Available For An Additional Fee
Bookkeeping services
Please Contact Us For a Quote
Expert CPA’s
Easy Onboarding
Review of books year-to-date
Tax Return and Audit Prep
Cash Flow Monitoring
