Our Services

Advanced Planning plus building and monitoring a complete portfolio. $10,000 per year up to $5 million, $20,000 per year up to $10 million, over $10 million is custom.

Basic Planning plus more complex planning needs. This is for you if you have multiple accounts types, advanced tax planning strategies, deeper estate planning needs such as blended families or special needs planning, and permanent life insurance evaluation. $5,000 per year.

This is for you if you are a do-it-yourself investor with one or two accounts types, looking for retirement timing and cash flow planning, Social Security and Medicare guidance, basic estate planning, and long-term care planning. Monthly monitoring for spending adjustments, either down or up! $2,400 per year.

This is for you if you have a single topic to discuss, such as employee benefits, home purchase, saving for retirement in 10+ years, and any others. $150 per hour.