Services & Fees

As a Fee-Only firm, our fees are straightforward and easy to understand. Fees are at a flat rate based on investments under management. Fees rate will be quoted upfront without any surprise.

read more
Initial Meeting: – Price – Free

Our initial meeting will help us determine how we can meet your needs. We will learn a little bit about you, your current financial situation, goals, concerns and priorities. We will understand your expectations and what you are looking for in a financial advisory services.

read more
401(k) / 403(b) / IRA Check Up: Price $350 to $750

Advice for individuals or families who are currently still in their working years and who participate in employer sponsored retirement plans or have a combination of employer plans and IRA’s. We will review all your accounts to determine the optimal strategy for your portfolio through diversification, minimizing fund expenses and taxes.

read more
Comprehensive Financial Plan: Price $1,500 to $5,000

Depending on the complexity of the plan. Comprehensive Plans are typically recommended for individuals and families over 40 who are approaching retirement or are in their retirement years. It is imperative to have a comprehensive financial plan in place as you approach retirement as political, economic and tax environments are in constant flux.

read more
How can we help you?

Feel free to contact us anytime for any business inquiry.

Looking for a Consultant?