Products & Services
If there's a dollar sign associated with it, we likely can address your questions. We guide a select group of families and business owners through advice in the following areas:
Financial Planning
- Retirement Income Planning
- Tax Reduction Strategies
- College Funding
- Estate Planning & Asset Protection Strategies
- Social Security Optimization
- Pension Optimization
- Charitable Gifting Strategies
Investment Management
- Brokerage Accounts
- Advisory Accounts
- Separately Managed Accounts
- Traditional IRA
- Roth IRA
- Corporate Retirement Plans
- College Savings Accounts
- Account Stress Testing
Insurance
- Life Insurance
- Disability Income Insurance
- Long-Term-Care Insurance
- Annuities
Tools for:
- Medicare Cost Savings
- Home, Auto, Umbrella and Business Insurance Review
Business Planning Services
- Business Succession Planning
- 401(k) plans
- Profit Sharing Plans
- Cash Balance Pension Plans
- Key Man Insurance
- Executive Compensation
- Buy-Sell Agreements
Fee Based Investment Management
| Under $500,000 | 1.50% (Min $375/qtr) |
| $500,001-$1,000,000 | 1.20% |
| $1,000,000-$2,000,000 | 1.00% |
| $2,000,000-$3,500,000 | 0.90% |
| $3,500,000-$5,000,000 | 0.75% |
| over $5,000,000 | call for quote |
| Financial Plan development and implementation | Billed based on complexity. $3000 minimum. |
| Annual Plan review and update | 75% of the initial planning fee |