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Services and Fees

Complimentary Consultation

This is your financial life, so before moving forward with any financial plan, we listen carefully to your values and your vision for the future and for your legacy.

Financial Planning

These fees are decided after the complimentary consultation.

Up to $1,000 depending on complexity or included with 1% AUM fee.

Wealth Accumulation and Management

Generational wealth transfer, trust accounts, insurance planning, retirement income planning, estate and charitable planning, etc. 

Included with 1% AUM fee.

Investment Selection

Stocks, Bonds, Mutual Funds, ETF's, REIT's, Annuities, 401k Rollovers, Traditional and Roth IRA's, SIMPLE and SEP plans, 529 College Savings Plans and much more.

Included with 1% AUM fee.

Educational and Client Service Events

We offer educational and client service events periodically. Please call or email our office if you would like to be added to the contact list.