FINANCIAL ADVISORY SOLUTIONS

With our ongoing investment management and financial planning processes we stay by your side through the years to help you wisely pursue your financial goals, one step at a time. As life happens we help you make the necessary adjustments to stay on track. We believe that financial planning is a journey not a destination.

BASIC1

Investment Management With Financial Guidance
$50,000 – $300,000 under management

Values Based Investment Management (learn more >>)

Personal Online Financial Planning Portal (learn more >>)

Investment Risk Assessment

Net Worth Statement

Financial Guidance

FOUNDATIONAL

Investment Management With Foundational Financial Planning
$300,000 – $500,000 under management

Values Based Investment Management (learn more >>)

Personal Online Financial Planning Portal (learn more >>)

Investment Risk Assessment

Net Worth Statement

Financial Guidance

PLUS

Retirement Planning (learn more >>)

Estate Planning3 (learn more >>)

Tax Planning3 (learn more >>)

Life Insurance Planning

Cash Flow & Debt Planning

Social Security Planning

Company Retirement Plan Review

ENHANCED

Investment Management With Enhanced Financial Planning
$500,000 – $1,000,000 under management

Values Based Investment Management (learn more >>)

Personal Online Financial Planning Portal (learn more >>)

Investment Risk Assessment

Net Worth Statement

Financial Guidance

PLUS

Retirement Planning (learn more >>)

Estate Planning3 (learn more >>)

Tax Planning3 (learn more >>)

Life Insurance Planning

Cash Flow & Debt Planning

Social Security Planning

Company Retirement Plan Review

PLUS

Advice On Major Purchases

Long Term Care Planning

Investment Real Estate Analysis

Planning For Future Expenditures

Creative & Deferred Gifting Strategies (learn more >>)

Planning For Sales Of Major Assets

Planning For Possible Incapacity

Proper Titling & Beneficiary Designations

COMPREHENSIVE

Investment Management With Comprehensive Financial Planning
$1,000,000+ under management

Values Based Investment Management (learn more >>)

Personal Online Financial Planning Portal (learn more >>)

Investment Risk Assessment

Net Worth Statement

Financial Guidance

PLUS

Retirement Planning (learn more >>)

Estate Planning3 (learn more >>)

Tax Planning3 (learn more >>)

Life Insurance Planning

Cash Flow & Debt Planning

Social Security Planning

Company Retirement Plan Review

PLUS

Advice On Major Purchases

Long Term Care Planning

Investment Real Estate Analysis

Planning For Future Expenditures

Creative & Deferred Gifting Strategies (learn more >>)

Planning For Sales Of Major Assets

Planning For Possible Incapacity

Proper Titling & Beneficiary Designations

PLUS

Collaboration With A CPA & Attorney3

Multi-Generational Family Planning (learn more >>)

Personal Document Digitization

Asset Protection Planning

0.25% – 0.35% quarterly asset management fee for all solutions2

Stand alone financial planning services are available without investment management

1 Basic Solution – One time $500 implementation fee required. Additional financial planning services available for an extra fee.
2 Asset management fee discount starts at $2,000,000 portfolio value
3 Third party CPA and attorney fees not included.