Personal Services

Financial Planning - $500 upfront fee plus $30/month

  • Retirement Projection and Planning
  • Investment Risk Analysis
  • Insurance Inventory / Review
  • Personalized Recommendations
  • Client Portal to Monitor Your Financial Plan
  • Monthly Newsletter
  • Annual Review Meeting (virtual or in-person) 
  • Additional Planning and Meetings as Needed
  • Anytime text, email and phone call questions

Investment Management Services (available for Financial Planning Clients)

  • Portfolio Recommendations that MatchYour Financial Plan
  • Investment Monitoring and Review
  • Annual Advisory Fee Schedule (deducted quarterly)
    • $5,000 - $99,999 = 1.00%
    • $100,000 - $249,999 = 0.90%
    • $250,000 - $499,999 = 0.80%
    • $500,000 - $999,999 = 0.60%
    • $1,000,000 - $4,999,999 = 0.50%
    • $5,000,000 - $9,999,999 = 0.30%
    • $10,000,000 - $20,000,000 = 0.10%
    • $20,000,000+ = 0.05%

Insurance Solutions

  • Life
  • Disability
  • Long-Term Care
  • Medicare Supplements / Prescription Drug Plans

A la Carte Services

  • Hourly Consultation/Planning Rate - $300/hour (1 hour minimum)
  • Budget Coaching - $350/3 months
  • Debt Reduction Plan - $350/12 months
  • Medicare Consulting - $250 (fee waived for Medicare Supplement clients)