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.