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 $2,000 you receive:
A complete custom financial plan covering cash-flow management, tax strategies, retirement planning, insurance review, estate planning, and goal setting
Ongoing monthly reviews and adjustments as your life or the markets change
Unlimited access to your advisor via phone, email, or video
Proactive recommendations and implementation support
This is a standalone service, you are never required to move your investments to us.
Optional Portfolio Management (Available After Your Plan is Complete)
If, after working together on your plan, you’d like us to manage your investment portfolio on an ongoing basis, we offer discretionary portfolio management at a fee of one percent (lower for larger accounts) of managed assets.
Ready to get started with financial planning? Schedule your introductory call today.