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Services & Costs

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.

Financial Planning

Retirement Planning

Tax Planning

College Planning

Estate Planning

Estate Distribution

Asset Allocation

Risk Analysis

Cash Flow Analysis

Monte Carlo Analysis

Business Planning


Common Stock


Mutual Funds

Exchange Traded Funds


Brokerage Accounts

Trust Accounts

Advisory Annuities

Direct Annuities

Employer Benefits


Life Insurance

Disability Income Insurance

Long-Term-Care Insurance

Hybrid Insurance Solutions

Group Insurance

Insurance Needs Analysis

We refer to vetted independed brokers for home, auto, and umbrella insurance


Financial Planning Costs

Advisory Services (Asset Management)

Below is a list of our standard advisory fee schedule. Fees may vary in some circumstances and minimums may apply. 

Investment Minimums

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. 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (860) 544-5729