Services and Pricing - Financial Planning For All

Financial Planning For All

Services included in the program:

Retirement/Financial Independence Analysis

An in-depth analysis of your current retirement timeline compared to your retirement goals.

Tax Return Review

Make sure you're taking full advantage of the current tax code and saving wherever possible.

Portfolio Management

Analyze your existing asset allocation and modify as needed to align with your financial goals and objectives.

Income Planning

Design a plan to convert your assets into income in a sustainable and comfortable way.

Insurance Review

Build the moat around your financial castle with a proper risk management plan.

Education Planning

Incorporate strategies for covering the costs of higher education for your children and grandchildren into your financial plan.

Online Access and Reporting

Stay in the know with 24/7 access to your accounts and performance reports when you want them.

Semi-Annual Meetings

Meet with your advisor twice annually to discuss your financial plan, or make an appointment at any time if you have questions or concerns.

Dedicated Support Team

In addition to your advisor, you'll have a dedicated team of client relations, investment, and insurance associates to answer your questions whenever you need.

Get started on your financial plan

Cost of Participating

Your relationship with your financial advisor should be lifelong, so we take the time to get to know you and your family before we start the financial planning process.

Your initial meeting with your advisor is offered at no cost, so you can focus on building the relationship and determining if our firm is right for you.

Once you decide to move forward with building your comprehensive retirement plan, our fee schedule is outlined below.

Initial Planning Fee: $2,500

Annual Retainer Fee: $2,500*
*This fee is charged annually beginning in your second year, and is waived for clients with more than $250,000 in managed assets.

Assets Under Management: 1.10%

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