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Services

How We Help
Costs for Services

We offer a financial plan for a one-time fee of $1495 to gain an understanding of where you are currently and align that with your goals. Consider it a diagnostic test much in the way a physician might do tests to understand you as a patient. It includes a risk tolerance assessment, goal planning, current asset evaluation and proposal. 

Fees for managing investments are tiered from 1.1% for accounts under $250,000 and downward. We use lowest cost possible institutional share classes, do not charge trading fees, rebalancing fees, IRA fees, check disbursement fees or any other ways many firms have hidden charges. We always sit at your side of the table because we make more if you make more. 

If the service does not involve an initial financial plan or asset management, we can work on a fee only basis, hourly or project based.

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Retirement Planning

Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, personal savings and investment are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement income sources.

Our History

Years of experience have prepared us to guide you through your life transitions.

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Customized Investment Management

Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

 

Holistic Financial Planning

Holistic financial services take a comprehensive approach to managing finances, considering all aspects of an individual's financial well-being. We look at your life from the very beginning—your first job—through major financial milestones such as saving for a home, planning for retirement, and ultimately transferring your estate to beneficiaries. By integrating financial planning, risk management, tax strategies, and estate planning, we create a personalized strategy that evolves with you. This approach ensures financial security and empowers you to build a future that aligns with your values, while also preparing for a seamless transfer of wealth to the next generation.

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