Our Services

PERSONAL FINANCIAL PLANNING

Investing. With A Plan.

Financial planning isn’t just about numbers—it’s about people, families, and dreams. Instead of generic, one-size-fits-all advice, your plan is designed around your priorities—family, financial growth, or simply more freedom of time. At the end of the day, our mission is simple: to give you confidence that you’re not just working and saving money —you’re building a fulfilling future for yourself, and for those you care about.

Let’s get started.

Essentials Plan $3000 (1-2 Goals)

“Let’s get organized and make sure you’re on track toward your stated goals.”

• Financial Goals Review
• Budget/Cash Flow Review and Analysis
• Retirement Planning
• Risk Tolerance Assessment
• Education Planning
• Beneficiary Review
• Risk Management & Insurance Review and Planning
• Goal(s) Monitoring

Comprehensive Plan $4500

“In depth Goals Based Retirement and Income Strategies to feel comfortable moving into the next phase of life.”

• Essentials Plan Review
• Tax-Sensitive Planning
• Multi-Generational Planning
• Large Purchase Planning
• Medicare/LTC Planning
• Investment Analysis
• Social Security Analysis
• Employer Benefits Review
• Basic Estate Planning & Review
• Wealth Management Site Access

ASSET MANAGEMENT

Asset Management Fee – 1.0%-1.5% Annual Fee

PORTFOLIO REVIEW & PERSONALIZED SERVICES

• Up to 4 reviews per year
• Financial Education
• Collaboration with other Professionals (CPA, Estate Attorney, etc.)
• Risk Tolerance Review

For current clients with over $1M in assets, we offer reduced costs on financial planning, financial plan renewals, and investment management services.

OTHER SERVICES

Life Insurance Services – Personal and Small Business (BUY/SELL)

Basic Trust Services**

Margin Lending or Securities Backed Lending Services

Money Market Accounts with Debit Card and Personal Check Writing Features

Qualified Retirement Plan/401K Set Up for Small Business Owners

Qualified Plan/401K Review and Investment Management

^{*If you are interested in a one-on-one financial consultation our hourly rate is $350 (2 hour minimum).}

^{**LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.  We also offer access to Trust & Will, a third party vendor that enables clients to create self-guided legal documents.}

^{Trust & Will is not affiliated with or endorsed by LPL Financial. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.}         

^{Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.}