Service Levels & Costs

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

• Comprehensive financial planning strategy with periodically updated wealth forecast
• Investment portfolio design, tax-efficient management and online 24/7 access to performance reporting
• External account aggregation
• Estate planning review
• Insurance needs planning review
• Income tax planning review
• Charitable planning strategies review
• Targeted plans for life events (retirement, education, etc.)
• Access to Private Alternative Investments
• Financial Director of all advisors (CPA, Attorney & Insurance and Mortgage Broker)

Our Financial Planning service is for clients with over $1,000,000 million in investable assets. For these clients we focus on relevant core financial planning that includes Cash Flow Analysis, Investment Portfoilo Design, Retirement Planning, Tax Planning, Estate & Legacy Planning and Asset Protection.

Our fees typically start at 1.25% of assets under management from $500,000 to $2 million, decreasing to 1.00% for assets under management above $2 million, and continue to decrease as your wealth increases.  

A well-designed financial planning process starts with understanding you—your goals, values, concerns, and what you want your life to look like in the years ahead.

From there, we evaluate your entire financial picture, including cash flow, investments, taxes, retirement strategy, estate planning, and risk management, to identify both opportunities and gaps. Rather than focusing on isolated products, the process is built around a coordinated strategy that aligns every decision with your long-term objectives. Once a plan is in place, it’s not set and forgotten—we actively monitor, adjust, and refine it as your life evolves and as markets and tax laws change.

The goal is simple: to provide clarity, confidence, and a disciplined path forward so you can make informed decisions and stay on track toward what matters most.
 
Our fees for financial planning start at $3,500 annually for individual & families. For business planning they start at $5,000 annually.