Financial Planning Services
Our comprehensive financial planning service is designed to help you achieve clarity, confidence, and long-term success with your finances. For a flat fee of $1,500 you receive:
A complete custom financial plan that includes:
investment advice
tax strategies
retirement planning
cash-flow management
insurance review
estate planning
education funding
Unlimited access to your advisor via phone, email, or video
Proactive recommendations and implementation support
Portfolio Management
If you’d like us to manage your investment portfolio on an ongoing basis, we offer discretionary portfolio management at a fee of one percent or lower of managed assets.
Ready to get started with financial planning? Schedule your introductory call today.