Price Is What You Pay, Value Is What You Get -Warren Buffett
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
- 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 $300,000 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.
No Fee Services:
We believe client relationships involve defined goals and clear expectations. That’s why we offer the following services free of charge:
We will review all of your accounts and relationships to provide you a clear picture of the total cost of your current planning and investing relationships.
First Home Purchase
If you are planning to buy your first home, we will discuss with you several important considerations before you make your investment.
Do you question the advice of your current advisors? Do you lack confidence in your retirement plans? Give us a call and we will address your questions and concerns.
Are you having trouble paying off a credit card? Do you feel like you never have a chance to start saving? We will review your income and expense picture to help you get on a better path to a safe financial future.