Pricing Packages

You choose how best to work with us. Review the packages and service offerings avialble to you.

First-Timer Package

$ 2500
One Time Plan
  • Choose Your Areas of Focus
  • Investment Analysis and Recommendations
  • Education and College Savings
  • Stages of Retirement Planning
  • For Assets less than $1 million
  • Access to Smart Technologies
  • Insurance Review (life/auto/home/umbrella)
  • Includes 1 year of Support
  • Email and Phone Support
  • Online Video and Office Meetings

Custom Package

$ 5000
1 Year - With Option to Renew
  • Unique to Your Circumstances
  • All Areas of Planning Available
  • Flexible Areas of Focus
  • Often Needed for Complex Scenarios
  • For Personal Assets over $1 million
  • Includes "First-Timer Package"
  • Access to Smart Technology
  • Flexible Payment Structure
  • *Pricing Varies

Business Package

$ 5000
12 Months of Service
  • Focus on Business and Personal Planning
  • Business Ability to Fund Personal Objectives
  • Retirement Plans with Business Benefits
  • Coordinating Tax Planning
  • Review of Business Documents
  • Creative Ideas for Business Planning
  • Discussion of Business Liability
  • Includes Family Package #1

Portfolio Management

$ 1750
Ongoing Quarterly Fee
  • Investment Advisory with Full Capabilities
  • Risk Assessment and Asset Allocation Process
  • Daily Management of Investment Accounts
  • Requires Account Transfer to TD Ameritrade Institutional
  • Includes "First-Timer Package"
  • Investment Minimum $500,000 (total combined value of all accounts)
  • Over $1 Million, Investment Advisory Fee 0.99% (see ADV Firm Brochure for Fees)
  • *Pricing Varies