Two categories of services are available: Comprehensive Financial Plans and Investment Management. We encourage people to consider an on-going relationship with our firm rather than just having a one-time Comprehensive Plan completed because it is important to monitor how you're doing vis à vis the original plan on a regular basis. The Comprehensive Plan is billed on a fixed fee basis, determined by the scope and complexity of the project.

When we implement the plan and manage a client's investment portfolio, the fee is based on the size of the portfolio. It is calculated at a maximum annual rate of 1%, payable quarterly. For portfolios greater than $500,000, the fee declines as a percent of the portfolio. This fee includes not only investment management, but any and all projects that may arise, whether it is periodically updating retirement income projections or analyzing whether you should lease or buy your next car.

We offer an introductory meeting at no charge.

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