Total Financial Plan

 

 

•  The Total Financial Plan covers all aspects of your financial life to ensure everything is working together effectively to help you meet your goals.

  

• For $2,000, this includes:

  • retirement planning

  • investment review

  • insurance analysis

  • cash flow and debt planning

  • tax planning

  • a review of your estate plan

  • and anything else that you may need help with 

 

• The Total Financial Plan may be included for no additional charge when combined with our investment management services. Account minimums will apply. 

Investment Management

 

 

• Investment mangement fees are typically calculated as a percentage of assets being managed, according to the following tiered schedule:

• • $0 - $1,000,000                        1.00% per year

  • $1,000,001 - $5,000,000          0.85% per year

  • $5,000,001 - and up                 0.65% per year

 

• Minimum investment management fees are $1,500/year

 

Hourly or Project Based Fees

• Offered on a case-by-case basis

• Hourly fee ranges from $150 - $200, depending upon complexity

Start Smart! Plan

• Perfect for Millennials, this $500 mini plan offers help with up to 3 financial issues, including but not limited to:

  • 401(k) investment selection

  • Employer benefits review

  • Savings advice (What type of account should you use?  How much should you save?)

  • Budget help

  • Financial goal development

  • Insurance policy review