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Yes, We Can Help You With That

Our group comprises a robust assembly of qualified & compassionate financial professionals, all dedicated to assisting you in your journey towards a secure financial future. As a cohesive team, we meticulously manage all aspects of your investment, retirement, and overall financial plan, allowing you to concentrate on what truly matters.

What We Do

We understand that financial planning isn't about cutbacks at every corner, but about enjoying life in the present while also preparing for the future. Our approach to financial planning employs a building-block strategy, starting with risk management as the cornerstone, followed by wealth accumulation and estate planning.
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Comprehensive Financial Planning Services

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Retirement Planning

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.

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Social Security

We conduct a detailed analysis of your financial standings and anticipated needs, which allows us to devise the optimal timing for claiming your benefits. .

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Investments

We advocate for a disciplined, long-term approach that emphasizes balanced asset allocation based on each client’s goals, risk tolerance, and liquidity needs.

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Income & Tax Planning

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.

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Estate Planning

We promote a thorough, forward-thinking approach that centers on creating a comprehensive plan which reflects each client's unique wishes and circumstances.

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Executive Comp Plans

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.

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It's Time To Think Differently

Whether you're planning your retirement, optimizing your taxes, or attracting top-tier executives with competitive compensation, our team of advisors is ready to help you navigate these complexities. Let us tailor a strategic plan that aligns with your objectives and promotes long-term wealth creation.

Hourly Consulting

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.

Without Ongoing Investment Management

Pricing Starting At: Singles $3500* | Couples $4500* | Business Owners $6500*

Financial Consulting includes the following services:

  • 6-12 months
  • Following years reduced rate
  • Financial Organization
  • Asset Allocation
  • Retirement Income & Work Optional Planning
  • Business Planning
  • Trust & Estate Planning
  • Cash Flow Planning
  • Debt Reduction Strategies
  • Tax Review
  • Social Security Planning
  • Insurance Planning
  • College Planning

*Depending on complexity

**Client administers investment changes and pays all trading costs.

With Ongoing Investment Management

Financial Planning included with assets above 750k. Optional Financial Planning fee for less than 750k.

The following cost schedule applies for personalized financial planning services & advisory relationships:

Aggregate Market Value Investment Management Costs
$3,000,000 + .65% Annually
$2,000,000 to $3,000,000 .75% Annually
$1,000,000 to $2,000,000 .80% Annually
$750,000 to $1,000,000 1% Annually
$500,000 to $750,000 1.25% Annually*

Annual costs include the following services:

  • Review of financial situation – goals, objectives, risk tolerance, time horizon, and restrictions
  • Comprehensive Financial Planning
  • Retirement Planning – Social Security Analysis and Retirement Landscape Reports
  • Education Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance Analysis
  • Defined Contribution Asset Allocation (401(k) or Retirement Plan) – current employment
  • Regular Client Reviews
  • Portfolio Analysis and Optimization
  • Management of search process and investment selection
  • On-going monitoring of client’s portfolio and money managers according to their investment policy statement
  • Management Investment Fee
  • Monthly Statements and Quarterly Performance Statements
  • On-line access to Investment Accounts
  • Company Stock Option Analysis
  • Intergenerational Wealth Transfer

*Client pays all trading costs on accounts.