

Services
We integrate all financial aspects of your life, including investment advice, social security strategies, estate planning, and insurance planning, as well as integrating tax planning concepts. The implementation of these concepts will create one overall comprehensive financial plan for you.

Core Investment Management
$50,000 - $100,000
Investable Assets
•Goals and objectives review
•Custom analysis of risk tolerance
•Overall net worth analysis
•Asset allocation review
•Portfolio rebalancing
Additional Services*
•Financial plan development
•Financial plan updates
* Additional services available for an hourly consulting or fixed fee

Financial Planning
$100,000 - $500,000
Investable Assets
•Comprehensive financial plan
•Retirement needs analysis
•Income distribution strategies
•Comprehensive insurance planning
•Education planning & funding
•Estate planning services
•Goals and objectives review
•Custom analysis of risk tolerance
•Overall net worth analysis
•Asset allocation review
•Portfolio rebalancing
Additional Services*
•Financial plan updates
* Additional services available
for an hourly consulting or fixed fee

Comprehensive Wealth Management
$500,000 - $1,000,000
Investable Assets
•Charitable gifting strategies
•Trust creation and asset integration
•Tax-optimized investing and giving
•Financial plan development
•Annual financial plan updates
•Wealth transfer
•Strategic planning for wealth conservation
•Comprehensive financial plan
•Retirement needs analysis
•Income distribution strategies
•Comprehensive insurance planning
•Education planning & funding
•Estate planning services
•Goals and objectives review
•Custom analysis of risk tolerance
•Overall net worth analysis
•Asset allocation review
•Portfolio rebalancing