This is an example page. It’s different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:

Hi there! I’m a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like piña coladas. (And gettin’ caught in the rain.)

…or something like this:

The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.

As a new WordPress user, you should go to your dashboard to delete this page and create new pages for your content. Have fun!

OUR SERVICES

For Families

We understand the unique financial challenges families face, ranging from budgeting for daily needs, funding children's education, to planning for retirement. Our advisors are here to guide you through these complexities with personalized financial planning.
For Families
For Business Owners
For Retirees
For Corporate Executives
For the Surviving Spouse
For Millennials & Next Gen
Gary Alpert, CFP®
Gary Alpert, CFP®

Principal, Financial Advisor

Evan Bethards
Evan Bethards

Financial Planner

Patty O’Toole
Patty O’Toole

Director of Client Services

Liz Thomas
Liz Thomas

Client Service Associate

No event found.

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.

Comprehensive Financial Planning

Pricing Starting At: Singles $3500* | Couples $5000* | Business Owners $6500*

Financial Consulting includes the following services:

  • 12 months of access to our team
  • Comprehensive Data Gathering
  • 2-3* Scheduled Formal Meetings During the Year
  • Review of your financial situation – goals, objectives, risk tolerance, risk capacity, time horizon, and restrictions
  • Planning for Peace of Mind
  • Financial Organization and Household Balance Sheet
  • Cash Flow Planning
  • Trust & Estate Planning
  • Tax Planning and Tax Return Review
  • Stock Option/Restricted Stock Planning
  • Charitable Giving Planning
  • Insurance Planning
  • Retirement Income Planning
  • Social Security Planning
  • Employer Sponsored Retirement Plan Recommendations
  • Basic Asset Allocation Recommendation
  • Business Planning
  • Education Planning

*Depending on complexity

**Client administers investment changes

Financial Planning and Wealth Management

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:

  • Review of financial situation – goals, objectives, risk tolerance, time horizon, and restrictions
  • Planning for Peace of Mind and Future Goals
  • Financial Organization and Household Balance Sheet
  • Cash Flow Planning
  • Trust & Estate Planning
  • Intergenerational Wealth Planning
  • Tax Planning
  • Stock Option/Restricted Stock Planning
  • Charitable Giving Planning
  • Insurance Planning
  • Retirement Income Planning
  • Social Security Planning
  • Investment Optimization and Ongoing Monitoring
  • Defined Contribution Asset Allocation (401(k) or Retirement Plan) – Current Employment
  • Education Planning
  • Business Planning
  • Monthly Statements and Quarterly Performance Statements
  • Online Access to Your Portfolio

*Client pays all trading costs on accounts.

Gary Alpert

CEO

Lorem ipsum dolor sit amet consectetur adipisicing elit.