We Provide:

  • No sales commissions
  • Fee-only fiduciaries
  • Objective, independent advice
  • A dedicated team of Certified Financial Plannerâ„¢ professionals
  • Education, collaboration, and partnership
  • A team that ensures action and follow-through
  • Peace of mind and confidence
  • Clarity in decision-making
  • Reassurance all necessary steps are being taken

Services

Service/Feature

Basic
Planning

Targeted
Planning

Comprehensive
Planning

Comprehensive Plus Planning

Pricing

Hourly

$250

typically 10-30 hours

Rate

0.30 - 1.55%

year of investments

Rate

0.30 - 0.95%

year of investments

Rate

0.55 - 1.55%

year of investments

Full access to a team of caring, local professionals

Customized planning for your entire situation

Confidence your situation is being looked after

Guidance with financial decision-making

Provide confidence and peace of mind

Meetings available in-office or online

Comprehensive view of financial situation online anytime

Facilitate discovery of your goals

Outline your planning objectives

Comprehensive inventory of your resources

Identify safe spending

Find how soon you can retire

Determine optimal Social Security collection age

Prepare a retirement income plan

Strategy for funding retirement medical costs

Roth IRA conversion analysis

Analyze your current portfolio risk; opportunities

Build a custom portfolio for your personal situation

Develop individual/family investment policy

Guidance with independent investment research

Access to low cost institutional investments

Propose and manage investment portfolio day-to-day

Hedge or mitigate concentrated stock position(s)

Stock options timing and risk management

Guidance on real estate investments (including profitability analysis)

Hedge fund and alternative investments

Review your tax rates for opportunities

Audit your income tax return

Prepare your income tax return

Recommend investment account changes for tax efficiency

Year-by-year plan to minimize future income tax rates

Research and manage investment cost basis

Share projections and audit results with your tax preparer

Identify your current insurance needs

Review current coverage and recommend changes

Plan for health insurance in retirement

Plan for long-term care needs in retirement

Identify optimal cash levels

Fund large expenses

Provide income and expense plan

Review beneficiary designations

Plan for giving to family or charities

Recommendations on will(s), trust(s), POAs

Minimum investment assets

none

$300,000

$750,000

$500,000

Basic Planning

Targeted Planning

Comprehensive Planning

Comprehensive Plus Planning

Step 1 of 2

50%
  • I am
  • years old
  • and
  • My investments total