One-Time Plan
A complete plan you carry out yourself. Good if you're comfortable handling the paperwork and just want to know you're making the right calls.
From $3,000One time
Services
Three ways to work together.
Every option starts with the same plan. The difference is how much help you want carrying it out. You don't have to move your investments to work with us.
Ongoing Plan
The same plan, plus help putting it in place and advice whenever something comes up. We meet twice a year, and you can reach us in between.
From $6,500/yrBilled quarterly
Wealth Management
We build your plan, manage your investments, and keep both current as your life changes. We meet twice a year, and you can reach us in between.
0.85% to 0.65%Of managed assets
Plan fees start at the amounts shown and can be higher for more complex situations. You'll get a quote before any work begins. See the full fee schedule.
Every plan covers
- Retirement income
- Pension decisions
- Tax strategy
- Investing
- Risk management
- Cash flow
- Estate planning
- Charitable giving