facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Our Services

Price Is What You Pay, Value Is What You Get -Warren Buffett

Starting Out:

This versatile option is ideal for individuals and families with less than $300,000 in investable assets. We can assist with services such as: 

  • Asset Management
  • Saving for College
  • Retirement Planning
  • Budgeting
  • Life Insurance Analysis


All services and time commitments are agreed upon before we begin, so you’re always aware of the costs. These planning and ala carte solutions are based on an hourly rate of $200 and the ongoing asset management fee is 0.95% per year.

Our Holistic and Flat Fee Approach:

For clients with over $400,000 in investable resources, we recommend our holistic approach plan. You’ll get ongoing financial planning, portfolio reviews and continuous asset management with no minimum account value.


Our clients receive exclusive value through the offer of all of our planning options and services for one flat fee of $350 per month, regardless of your account balance.