Broker Check

Services

Which Approach Is Right For Me? 

Foundational Strategies

Designed for Clients who want insurance or investment services and do not want to engage in ongoing financial planning


Services offered


Insurance Services:

  • Insurance needs analysis
  • Insurance Strategies

Investment Services:

  • Portfolio analysis
  • Brokerage Products
  • Investment Advisory Services

Implementation Cost:

  • Insurance: Varies based on products
  • Investment Services: Varies based on products and account types

Ongoing Financial Planning

Designed for client who want ongoing an ongoing financial planning relationship that looks at their whole financial situation


Services offered


Core Topics:

  • Financial Position Review
    • Cash Flow
    • Net Worth
  • Protection Review
  • Basic Estate Review

Goal-Based Topics:

  • Financial Position Planning
  • Protection Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Investment Planning
  • Income Tax Planning

Client Service:

  • Quarterly Check-In / Strategy Sessions

Fee for Service:

  • Starting at $2,000

Ready for Financial Clarity?


Choosing a financial advisor really is about finding a good fit for you.  It all starts with a discovery call and you interview us.  We'll listen.  We'll answer your questions.  Then we'll advise on the next best steps toward your new financial future.


Let's Get Started