Our Fees

Our business is about bringing structure and order to your financial life, not selling you products.  As fiduciaries, we believe in acting in our clients' interests first. That's why we tell you upfront what we charge.

We offer you two options:

  1. Comprehensive Personal Retirement Plan Package:  This plan addresses all areas of your financial life including Income Planning; Expense Management; Tax Planning; Debt Management; Investments; Social Security & Medicare; Insurance; Estate Planning & Housing.

          You'll receive:

  • unlimited access to us and support to help you successfully implement your plan
  • two to three personalized sessions with us annually
  • instruction on your different retirement options and what works best for you
  • an Action Plan and binder

Our minimum for this package is $250,000 in investable assets.  Our advisory fee is 1.25%.*

  1.  Personal Retirement Plan:  This is a comprehensive retirement plan.  We do not   manage your money with this option.

We can do stand alone Financial/Retirement Plans. Let's  have a disusion about your needs and we will quote you a price 

You'll receive:

  • unlimited access to us and support to help you successfully implement your plan for the first  year.
  • two personalized sessions with us within the first six months
  • instruction on your different retirement options and what works best for you
  • an Action Plan, online acess to the plan and binder

 

*Our fee schedule is tiered and reduced to 1.00% after your account value reaches $500,000; .85% after $1,000,000; .75% after $2,000,000; and .50% after $5,000,000.  Any account value over $10,000,000 is negotiable.