ServicesChoose a flat fee advisorSchedule your free introductory appointment today. Name Email Wealth Bracket Wealth Bracket500,000-1,000,0001,000,000-1,500,0001,500,000-2,000,0002,000,000+ Submit Financial PlanningAchieve your financial goals Set up appointmentWe will help you get to your financial goals, whatever those may look like for you.Are you looking to start planning ahead for retirement? We know how to help you with that. We will make sure you have more than enough money saved for when that time does come.Tax PlanningManaging your taxes is our number 1 priority Set up appointmentPortfolio ManagementCost effective portfolio management and withdrawal strategies one flat fee. Set up appointmentIf you are looking to start, manage, or grow your stock portfolio, then we got you covered! We will advise you on what would be best for your portfolio to flourish.Flat Fee StructureFlat fee structure for financial planning, tax management, portfolio management etc. $7,000/year for individuals and $8,000/year for couples.