If you are wrestling with what to do or how to get where you want to go, we want to hear your story.  Based on your unique circumstances, we will develop a plan that works for you by utilizing a combination of industry expertise and comprehensive financial planning software.

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Our Comprehensive Financial Plan includes the following:

• Retirement Capital Analysis

• Portfolio Investment Review

• Insurance Needs Analysis

• Social Security Optimization Report

• Debt Reduction Planning

• College Funding Planning (where applicable)

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PRICING INFO

This is a complimentary service for anyone investing $100,000 or more with us.

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For those seeking standalone financial planning (without engaging our investment management services), initial project fees range from $1,000 - $1,750 depending on the complexity of the plan.  Ongoing optional annual reviews are billed at $500.  Exact pricing is determined after the initial consultation to define the scope of services required.