Professional Help

  • Need a Second Opinion?
  • Project Cost
    $500 – $ 5,000
  • Client Experience
  • Multiple Meetings
  • Phone/Email Access
  • Financial Organization
  • Goal Setting
  • Secure Client Portal
  • Financial Planning
  • Customized to your needs

Wealth Builders

  • Solid Income/Low Assets
    Continued Advice
  • Membership
    $50 – $400 per/mth
  • Client Experience
  • 1-2 Meetings per/yr
  • Phone/Email Access
  • Financial Organization
  • Goal Setting
  • Secure Client Portal
  • Weekly Economic Updates
  • Financial Planning
  • Net Worth / Cash Flow
  • Retirement Benchmarking*
  • Life Insurance Analysis
  • Long Term Care Analysis
  • Tax Planning
  • College Savings Plan*
  • Investment Planning
  • Asset Allocation*

Wealth Management

  • 500k or more to invest
    Full Service
  • Investment Management Fees
    0 – 1M 1.00%
    1 – 2.5M .80%
    2.5 – 5M .70%
    5 – 10M .60%
    10M+ Negotiable
  • Client Experience
  • 2-4 Meetings per/yr
  • Phone/Email Access
  • Financial Organization
  • Goal Setting
  • Secure Client Portal
  • Weekly Economic Updates
  • Financial Planning
  • Net Worth / Cash Flow
  • Retirement Benchmarking*
  • Life Insurance Analysis
  • Long Term Care Analysis
  • Tax Planning
  • College Savings Plan*
  • Retirement Income Analysis*
  • Help you apply for Social Security
  • Referrals to professionals
  • Collaboration with professionals
  • Charitable & Gift Planning*
  • Estate Settlement*
  • Engineer how to make large purchases
  • Investment Planning
  • Asset Allocation*
  • Professional Investment Team
  • Tax Loss Harvesting*
  • Account Statements*
  • Performance Reporting*