The Process

In your first meeting with us we’ll work with you to ascertain why you want to invest. What are your goals? We want to know what you look forward to in life, and help you get there. Once we decide to work together, you’ll pick one of three service models. We understand that people in all different stages of life need help with their finances. As such we’ve worked to provide service models that reflect those differences.

- Concierge -

We find that most of our clients choose this model. From comprehensive financial planning to portfolio management we have you covered. If you are nearing or are already in retirement, we believe a sound financial plan is the only real way to succeed. The Concierge model includes:

• Goal Discovery
• Personal Client Website
  • Track your accounts, anywhere and anytime
  • Review your living plan as your finances change
  • Utilize powerful budgeting software to help realize your goals
  • Secure all your important documents inside the encrypted vault
• Comprehensive Financial Planning
  • Retirement Planning
  • Tax Planning
  • Social Security Strategies
  • Portfolio Management
  • Education Funding
  • Estate Planning
  • Charitable Gifting
• Life Insurance & Disability Needs Analysis
• Long-term care Needs Analysis
• Quarterly Reviews (Two in person, two over the phone)

We charge $2,600 the first year for the Concierge model, and $1,300 every year thereafter. Additionally, there is a 1% fee for all assets under management. All insurance products are sold on an as needed basis.

- Milestones -

Often in the financial services industry you can’t get in the door if you don’t have enough assets. We want to be different; we want to help folks just starting on their journey. This model works best for younger people who just started their careers, got a promotion, or have a few decades before retirement. The Milestones model includes:

• Goal Discovery
  • Personal Client Website
  • Track your accounts, anywhere and anytime
  • Utilize powerful budgeting software to help realize your goals
  • Secure all your important documents inside the encrypted vault
• Portfolio Management
• Education Funding
• Life Insurance & Disability Needs Analysis
• Long-term care Needs Analysis
• Annual Review

We charge $110 per month for the Milestones model. Additionally, there is a 1% fee for all assets under management. All insurance products are sold on an as needed basis.

- Transactional -

If you already have a plan in place and are just searching for some additional protection this model works best for you. The Transactional model includes:

• Life Insurance & Disability Needs Analysis
• Long-term care Needs Analysis
• Portfolio analysis billed at $325 per hour