Our business is about bringing structure and order to your financial life, not selling you products. As fiduciaries, we believe in acting in our clients’ interests first. That’s why we tell you upfront what we charge.
We offer you two options:
- Comprehensive Personal Retirement Plan Package: This plan addresses all areas of your financial life including Income Planning; Expense Management; Tax Planning; Debt Management; Investments; Social Security & Medicare; Insurance; Estate Planning & Housing.
You’ll receive:
- unlimited access to us and support to help you successfully implement your plan
- two to three personalized sessions with us annually
- instruction on your different retirement options and what works best for you
- an Action Plan and binder
Our minimum for this package is $250,000 in investable assets. Our advisory fee is 1.25%.*
- Personal Retirement Plan: This is a comprehensive retirement plan. We do not manage your money with this option.
The flat fee for this plan is two payments: $750 at the start of our engagement and $750 when you receive your plan.
You’ll receive:
- unlimited access to us and support to help you successfully implement your plan for the first six months
- two personalized sessions with us within the first six months
- instruction on your different retirement options and what works best for you
- an Action Plan and binder
*Our fee schedule is tiered and reduced to 1.00% after your account value reaches $500,000; .85% after $1,000,000; .75% after $2,000,000; and .50% after $5,000,000. Any account value over $10,000,000 is negotiable.
