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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 approximately $500,000 in investable assets. We can assist with services such as, but not limited to: 

  • 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 $518,000 in investable assets, we recommend our flat fee approach.  


Our clients receive exclusive value through this offer of continuous asset management for one flat fee of $410 per month, regardless of your account balance.  

We also provide an option which will include ongoing financial planning.  This will incur a one time upfront fee which is negotiable, and based on the complexity of your situation.  Ongoing financial planning is only available if you are taking advantage of our flat fee asset management. 

Please click on the button below to learn more about this unique option.

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