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Flat Fee Financial Planning

One-Time Financial Guidance


One-Time Fee: $1,000 - $10,000


  • Are you seeking a targeted solution to a specific goal or situation? 
  • Are you seeking a compreshensive written lifetime financial strategy that you can implement yourself?
  • Are you interested in receiving guidance, advice, and service related to your specifically defined needs and concerns such as:
    • Pension Strategies
    • Estate Settlement Assistance
    • Investing Strategy
    • Divorce Analysis and Settlement
    • Executive Compensation Review
    • Tax Mitigation
    • Business Sale or Purchase
    • Clarity on any Significant Financial Issue
       

If you answered "YES" to any of these questions then this is a great place to start working together.

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Ongoing Financial Planning and Investment Management

Annual Fee Range: $8,500 - $36,000

 

  • Are you ready to clarify, simplify, and organize your financial life?
  • Do you see value in partnering with an experienced Advisor to take a holistic approach to defining goals, analyzing your options, making informed decisions, and implementing strategies?
  • Do you want a partner to work with on an ongoing basis to stay informed, access expertise, and make adjustments as changes in finances, laws, and life occur? Expertise in areas such as:
    • Building, protecting, and distributing wealth
    • Portfolio Construction
    • Asset Allocation
    • Asset Location
    • Retirement Income Planning
    • Estate Planning
    • Insurance Planning
    • Tax Planning
    • Cash Flow/Debt Management
       

If you answered "yes" to any of these questions, then let's discuss how we can work together on an ongoing basis.

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