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Financial Planning

Client Centered

Getting Started

For those who are looking for freedom, simplicity and confidence in working from a Trusted Advisor, Financial Planning might be for you. As a Financial Planning Client, you will work hand-in-hand with an Advisor to clarify your goals and values, acquire advice and create an in-depth plan to help you achieve your goals and live a life focused on the things in life which are most important to you.

What We Can Offer

As a Planning Client you will receive a detailed and personalized financial plan addressing ALL aspects of your financial life, which include (among others):

  • Wealth management (striving to grow and protect your investments)
  • Asset allocation
  • Retirement planning
  • Tax plans 
  • Charitable gifting
  • Estate planning
  • Insurance/Risk planning
  • College plans
  • 401-k planning

As Financial Planners we will walk alongside you now and in the future, updating your  plan over time as your needs and life changes. 

Fees

The Initial Implementation Plan is a one-time fee of $1,500 that covers the expense of reviewing and analyzing your financial documents. The advisory fees are based on our Assets Under Management of your account and can vary depending on the amount.

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