Menu of Services

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This can be comprehensive or modular based on your needs. The deliverable for a comprehensive plan is a formal plan that covers multiple topics, while the deliverable for a modular plan is a report covering one planning topic.

• Retirement income planning
• Estate planning
• Education planning
• Budgeting and cash flow analysis and/or
• Portfolio review and evaluation

The fee for this type of service is paid 50% up front, and 50% upon delivery within 6 months of contract effective date.

This is designed for clients that want ongoing consulting on financial matters. This requires an annual contract with fees paid monthly, quarterly or semi-annually.

These services provide:

• Ongoing email/phone access
• Budgeting and cash flow analysis
• Education planning
• Estate, legacy or multigenerational planning
• Major purchase planning
• Business financial planning
• Family financial planning
• Life transition planning
• Special needs planning and/or
• Philanthropic/Charitable planning

• Goal-based investment strategies aligned with your risk tolerance
• Portfolio design, implementation, and monitoring
• Retirement accounts, taxable accounts, and business accounts
• Regular review meetings and performance reporting

Compensation structure may include advisory fees, commissions, or a combination.

• Life, Disability, and Long-term Care Insurance
• Income protection for families and business owners
• Legacy and wealth transfer strategies
• Periodic Insurance review to keep coverage aligned with your goals

Insurance products typically involve commissions paid by the insurance carrier.