Investment & Financial Planning Services

“I’m looking for both financial planning and investment management services”

“I’m looking for both financial planning and investment management services”

Total Financial Planning

 

This is our classic comprehensive service that we’ve been providing to our clients for almost 50 years. Full service financial planning coordinated with our  investment management service, all grounded in long-term relationships. You will never be just an account number. Simply contact us to arrange a complimentary meeting so that we can learn more about each other and how we can serve you and your family.

 

Level 1: 0.9% Annual Fee

Portfolios Under $500K; Initial planning work billed at $200/Hour. Ongoing service includes up to 5 hours of planning time annually.

Level 2: 0.9% Annual Fee

Portfolios $500K-$1M; Includes up to 10 hours of planning time annually. Additional hours billed at $200/Hour.

Level 3: Tiered Annual Fees

Portfolios Over $1M; All planning time included.

0.9% up to $1M;

then 0.7% from $1M to $5M;

then 0.5% from $5M to $10M;

then 0.25% over $10M

 

Learn more about our Investment Management Services 

I Want To Pay A Flat Monthly Fee. Do You Have A Subscription Service?

I Want To Pay A Flat Monthly Fee. Do You Have A Subscription Service?

Astute Subscriber – $50 Monthly

 

Foundational financial planning and automatic investing with no account minimum. Are you ready to start your financial journey? Unsure about all the financial decisions that you need to make? We’ll get you up to speed on the basics of financial planning, along with budgeting, saving, insurance & employer benefits recommendations. Max portfolio $150K. Click here for more details and to sign up.

 

Learn more about our Subscription Service 

 

“I want to know if my family’s financial goals are on a path to success.”

“I want to know if my family’s financial goals are on a path to success.”

Fiscal Fitness Assessment – $1000

 

For growing families & busy professionals. This plan is designed to provide a “big picture” of where you are today and recommendations to move you closer to your future financial goals or confirmation that you’re doing things ‘right’. You’ll get answers to your questions on saving, investing, employer benefits, insurance needs, and basic estate planning.

 

Learn more about our Family Financial Fitness Plan

“When can I retire?”

“When can I retire?”

Retirement Readiness Planning – $2000 maximum fee

 

Thinking about retirement or a work transition within 5 years? Are you prepared for financial independence? This plan focuses on all things retirement related: Pension and SS benefits analysis, education on retirement planning uncertainties, retirement vision, goals and projections, retirement budget & income planning, and health care cost planning.

 

Learn more about our Retirement Readiness Plan 

“I have specific financial questions. Can you help me?”

“I have specific financial questions. Can you help me?”

Customized Hourly Consulting – $250/hour

 

Not seeing what you’re looking for? We provide hourly consulting for a wide variety of planning questions. We can address from what to do with your first paycheck and cash flow coaching all the way to investment portfolio analysis and complex planning situations. We will go into as much detail on a topic as your situation calls for. We offer hourly consulting at our discretion and based upon current capacity. Minimum of two hours.

 

Contact us to learn more about our services 

Do You Have A Student Rate?

Do You Have A Student Rate?

Investment Management Under Age 25 – 0.45% Annual Fee

 

Are you under age 25? We offer our discretionary investment management service just for you at a special student rate! No product sales or gimmicks. Contact us to discuss your specific needs.

 

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“Do You Provide Investment Management or Advisement for Charitable Foundations?”

“Do You Provide Investment Management or Advisement for Charitable Foundations?”

Charitable Foundation Investment Support – 0.45% Annual Fee

 

Yes! We offer investment advisement and discretionary investment management without financial planning for qualified charitable organizations. Contact us to discuss your specific needs.

 

Learn more about our Asset Management Services