INVESTING IN YOUR FUTURE
Comprehensive Financial Plan
$1,500 Initial One Time Fee *
Service Includes:
- Cash flow planning
- Debt payoff strategy
- College savings
- Retirement planning
- Legacy planning
- Tax strategy
- Insurance protection
- Estate documents review
- Full comprehensive financial report
* This is a one time fee for your initial financial plan. There is no additional fee to monitor your plan on an ongoing basis and make adjustments when necessary.
Investment Management
1% Annual Fee of Assets Managed**
Service Includes:
- Investment account selection
- Investment construction
- Ongoing management and rebalancing
- Strategic planning updates and adjustments
- Annual Portfolio Review
- Complete Concierge Service