The majority of our clients choose this option as they look for a trusted financial professional. This approach helps clients learn and view their overall finances from a holistic approach. We discuss most everything related to money from investments and insurance, to retirement planning, cash flow, debt structure, real estate and much more. While the initial process can take 4-6 meetings, it provides the information to create your "Financial Foundation" for long term success. Then we are here for questions, reviews and as a resource anytime you need us.
We charge a one time fee of $2,500 for this service. Half of which is paid up front and the other half at is due after your "Financial Foundation" is solid and you have a strategy to follow for the next 6-12 months.
This fee based option is normally best suited for one time reviews and second opinions. We charge $300 per hour and the time allotted could range from 2-5 hours based on your needs and objectives.
If you have an old 401k from a previous employer, have received a lump sum of money, or just want a professional to manage your investments, we can help. You won't have to worry about us being forced to sell our proprietary investments or other products that don't suit your needs. Fortunately we have an open architecture platform which allows us to choose the portfolio that is best for your situation and risk profile.