45 South Main Street
We believe in developing expertly crafted, personally tailored strategies from a financial planning relationship before anything else. While building wealth and protecting against risks is important, we find the best way to find success is to understand exactly where you are and what you want to achieve in order to determine the best decisions to get you there. We think everyone that goes through the planning process is empowered to make better financial decisions, significantly improving their potential for success.
Cash Flow Analysis
Monte Carlo Analysis
Exchange Traded Funds
Disability Income Insurance
Hybrid Insurance Solutions
Insurance Needs Analysis
We refer to vetted independed brokers for home, auto, and umbrella insurance
Below is a list of our standard advisory fee schedule. Fees may vary in some circumstances and minimums may apply.
Although we don't have any strict investment minimums, we generally require total fees of at least $250/month from each client to cover our operating expenses of providing planning and advisory services. With some acceptions, we generally only accept new clients who are engaging in financial planning services, as we find that allows us to provide the most beneficial and objective advice.
firstname.lastname@example.org | (860) 544-5729