Services

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Financial Planning

Achieve your financial goals

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We 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 Planning

Managing your taxes is our number 1 priority

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Portfolio Management

Cost effective portfolio management and withdrawal strategies one flat fee. 

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If 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.

 Fee Structure

For Individuals: Our fee is capped at $6,000/year once a $600,000 account level is met. No further charges will be included for larger accounts. 

 

For Couples: Our fee is capped at $8,000 once a $600,000 account level is met. No further charges will be included for larger accounts. 

 

All accounts under $600,000 are charged a 1% Assets Under Management Fee until accounts reach $600,000. Then the flat fee structure applies. 

 

All fees include financial planning such as: Financial Plans, Tax Planning, Withdrawals Planning etc.