For our retirees, our primary focus is to avoid pitfalls in all aspects of financial planning, executing this with thoughtfulness and caution, but not necessarily excessive conservatism.
We conduct a detailed analysis of your financial standings and anticipated needs, which allows us to devise the optimal timing for claiming your benefits. .
We advocate for a disciplined, long-term approach that emphasizes balanced asset allocation based on each client’s goals, risk tolerance, and liquidity needs.
We focus on optimizing your income streams and conducting strategic tax planning to reduce liabilities, thereby bolstering your financial stability and promoting long-term wealth creation.
We promote a thorough, forward-thinking approach that centers on creating a comprehensive plan which reflects each client's unique wishes and circumstances.
With your goals in mind, we create plans that are meticulously tailored to attract, retain, and motivate top-tier talent for the leadership of your organization.
Hourly consulting is available for specific issues – $400.00 per hour. This is appropriate for guidance with regard to one particular element or question regarding estate planning or investing.
Retirement Plan Consulting is also available on an hourly fee basis.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Pricing Starting At: Singles $3500* | Couples $5000* | Business Owners $6500*
Financial Consulting includes the following services:
*Depending on complexity
**Client administers investment changes
Comprehensive Financial Planning included with managed assets above 750k. Financial Planning is an additional cost if less than 750k.
The following cost schedule applies for personalized financial planning services & wealth management relationships:
| Aggregate Market Value | Investment Management Costs |
| $3,000,000 + | .70% Annually |
| $2,000,000 to $3,000,000 | .80% Annually |
| $1,000,000 to $2,000,000 | .90% Annually |
| $750,000 to $1,000,000 | 1% Annually* |
| $500,000 to $750,000 | 1.25% Annually* |
Annual costs include the following services:
*Client pays all trading costs on accounts.
