services offerred

Planning Only

You want someone to review all of your finances and put a plan in place that lets you compare multiple scenarios, illustrate stress tests,  illustrate optimal withdrawal strategies including Roth conversions,  the optimal solution that will maximize your Social Security income, and  help you understand the flow of assets at the end of life, including any possible estate tax ramifications. 

But you don't want to have us manage any of your assets. 

No problem. We charge a one time fee of $1,500 for the entire process. There are no hidden fees or additional amounts to complete the process and best of all, no sales pitch to try and make you move your money. We work for you. 

Planning and Investment Management

Everything above and you want us to manage your investments as well. We run each portfolio through a nationally renowned stress test software platform and update them every six months to adjust for market conditions. 

Assets under $500,000 are charged 1.5% per year

Assets $500,000- $1,000,000 are charged 1% per year

Assets over $1,000,000 are charged 0.8% per year