Comprehensive Financial Planning

We provide financial planning services that typically involve a variety of advisory services regarding the management of a client’s financial resources based upon an analysis of their individual needs. Financial planning services include, but are not limited to, cash flow management, insurance review, education funding, tax planning, retirement planning, and estate planning. Our financial planning services can range from broad, comprehensive financial planning that is based on an ongoing relationship or hourly consulting for a specific project.

Financial planning is a comprehensive evaluation of a client’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. The key defining aspect of financial planning is that through the financial planning process, all questions, information and analysis will be considered as they impact and are impacted by the entire financial and life situation of the client. Clients purchasing this service will receive a written or an electronic report, providing the client with a detailed financial plan designed to achieve his or her stated financial goals and objectives.

  • Assets Under Management
  • Under $250,000
  • $250,001-$500,000
  • $500,001-$1,500,000
  • $1,500,001-$2,500,000
  • Amounts over $2,500,000
  • Asset Management Fee
  • .9%
  • .9%
  • .8%
  • .7%
  • .6%
  • Financial Planning Services
  • $200 per quarter
  • Included
  • Included
  • Included
  • Included

Financial Planning Hourly Fee

Financial Planning may be done on an hourly basis at a rate of $200.00 per hour for limited scope engagements.

We are a fee-only financial planning firm and do not accept compensation for the sale of securities or other investment products including asset based sales charges or service fees from the sale of mutual funds.