Planning Services

  • Account Aggregation With Reporting: Enables your advisor to provide more holistic financial planning for all the assets in your portfolio.
  • Budgeting & Debt Planning: Examine and develop a personal budget and debt payment plan.
  • Retirement Capital & Income Plan: Assess how your current retirement strategy will meet your objective.
  • Educational Goals: Find the cost of education and alternative methods of funding.
  • Accumulation Goals: Examine the money needed to meet emergencies, pay for vacations, purchase a second home or other large purchases.
  • Risk Management: Examine the financial impact of death, as well as the financial effect of disability and long-term care costs.
  • Estate & Legacy Planning: Deals with the financial and finance-related issues involved in planning for your estate and legacy.
  • Financial Statements: Determine your net worth and how your monthly expenses stack up against your income.
  • Personal Document Locator: Organize important information and create a plan to give information to those who need it, when they need it.
  • Business Planning: Work with you to help achieve a successful outcome for the time and capital you have invested in your business.


Custom Portfolio Service

We do not believe in the concept of “hot” stocks or seeking short-term returns from any investment. Rather, with our investment recommendations, we will assess, analyze, identify and create a portfolio with suitable performance and risk.

$125 Per Account



Asset Management

Asset management is our most comprehensive and versatile service, designed to help our clients build and manage customized portfolios based on analysis of their investment needs. We will develop a customized blend of diversified assets and provide ongoing management of those assets.

Quarterly Fee (Based on Value of Assets)



Advisory Services

Not everyone needs or wants the total package of financial planning. Sometimes clients need a one-time or special service.

$125 Per Hour


Customized Packages

Basic Plan                                $750

  • Account Aggregation
  • Portfolio Research
  • Financial Consultation

Intermediate Plan                   $1000

  • Account Aggregation
  • Retirement Capital and Income Plan
  • Estate and Legacy Planning
  • Portfolio Research
  • Asset Management
  • Financial Consultation


Comprehensive Plan               $2000

  • Account Aggregation
  • All Applicable Selections Under Planning Services
  • Portfolio Research
  • Asset Management
  • Financial Consultation
  • Life Planning