Our All-Inclusive Prices That Fit Your Style
Transparent Pricing – Know exactly what it costs for our services
No Surprises – All prices are spelled out and agreed upon by you before you engage our services.
Unlimited Access – You have unlimited access to us and our technology – at no additional cost.
Hiring us for your financial planning & investment needs allows you to focus on your business, career & family.
Our prices are less than industry averages.
Comprehensive Financial Planning ONLY – No Asset Management
Flat Price of $950 per Financial Plan
Direct access to an Accredited Investment Fiduciary for guidance on the following topics: Budgeting, Risk Assessment, Retirement Planning, Social Security Planning, Income Planning, Estate Planning, College Planning, etc.
Ideal for the “do-it-yourselfers”
Already working with another advisor? Use us for a second opinion.
Asset Management including an Annual Complimentary Financial Plan
(Based on Account Balances)
Minimum Account Relationship of $250,000
$250,000 to $1,000,000 = 0.95%
$1,000,0001 to $3,000,000 = 0.80%
$3,000,001 + = 0.60%
Personalized Active Investment Management Advice
Know how much to invest, your recommended asset allocation, and more.
Low-cost, investment portfolios to include traditional asset classes of stocks, bonds, cash and can also include alternative asset classes such as Real Estate, Commodities, Long/Short, and Private Equity.
Invest in a large selection of mutual funds, ETF’s, and individual securities at various levels of risk to meet your goals.
Automatic Rebalancing to maintain your target allocation when the market causes it to shift to manage risk.
Available tax loss harvesting in taxable accounts to increase your after-tax returns.
Insurance Solutions
Life Insurance (Term, Whole, Universal)
Annuities (Fixed, Fixed Indexed, Variable)
Long Term Care
Any commission or fees are paid by the Life Insurance Companies.
