Financial Planning Services

We’re committed to providing personalized service and unbiased advice to help our clients attain their financial goals. We learn by listening, and reciprocate by educating our clients on the strategies and alternatives that make sense individually.

Retirement and Investment Planning
Time is invested to identify and quantify your goals and needs, and gain a thorough understanding of the financial resources you have available. A comprehensive wealth management plan and detailed action plan are created and reviewed in detail with you.
Fee: $1000

Tax Strategies
Your current portfolio is analyzed and strategies are developed to maximize the tax efficiency of your investments. Suggestions may include changes to the investments being utilized or the location of those assets. Advanced strategies such as IRA conversions and charitable and familial gifting are also evaluated.
Fee: $500 to $1000

Education Planning
Tackle your education savings goals by analyzing your savings abilities in relation to your overall financial plan. We provide detailed information on your current progress and recommend changes as appropriate.
Fee: $250

Insurance Analysis/Review
Identify your family’s life and disability insurance needs and evaluate existing personal and employer coverage. Recommendations made with consideration to your overall financial plan.
Fee: $250

Advanced Estate Planning
Planning and execution are critical to estate planning and we work with you, your legal team, and tax advisors to create a comprehensive estate plan. Every estate plan is unique based on the assets and goals of the clients. Components involved may include estate tax evaluation, trust funding, familial gifting, and charitable planning.
Fee: $500 to $1000

Business Planning
Running a businesses is as stressful and time consuming as it is rewarding. We offer expertise in business planning and benefits. Planning and implementation services include:
• Retirement plan establishment and evaluation
• Group life and Disability insurance coverage
• Key man and buy – sell planning and coverage
• Business investment accounts
• Selling a business
Fee: quoted individually