Services

Services made for how you handle your finances

Continuous Comprehensive Financial Planning

You’ve realized that handling your own finances will be an ongoing item you want assistance with.

We help with:

Your Vision for you and your family.

Cash Flow Planning

Retirement Planning

Tax Planning

Estate Planning

Group Benefit & Insurance Optimization

Investment Recommendations

What clients love about this service: The pro-active nature of planning to anticipate and meet challenges before they become more problematic and the ability to call or meet with us as much as they like at no additional cost.

Pricing: Starts at $4,000 per year. This service is given to investment clients with $500,000 in assets under management at no additional cost.

Second Opinion/ AM I DOING THIS CORRECTLY?

You’ve made some moves and want to check and make sure you’re on track for what you want out of life. Whether it’s early on in your career or you’re closer to retirement, it’s never a bad time to see if you are still on track.

We can help you answer these and more:

Am I saving the right amount for retirement?

Am I using the best mix of my tax advantaged accounts (HSA, 401(k), etc)?

Am I making the best use of my company benefits?

What is the best thing to do with my RSUs and stock options my company gives me?

Markets are changing, should I change any of my investments?

What clients love about this service: Our second opinion service will allow you to get our expert opinion on what you should be doing without having to hand over control of your assets.

Not every firm will offer this as most firms are more focused on charging you a percentage of assets to manage your portfolio for you.

Price: Hourly at $300 per hour -OR- a fixed negotiated fee ($2,000 minimum for fixed fee).