Broker Check

Our Solutions

We offer a comprehensive range of services to empower our clients towards achieving their financial goals. Our services are designed to provide you with the knowledge, guidance, and strategies necessary to navigate the complexities of personal finance and build a solid foundation for your future.

  • Financial planning serves as the roadmap and cornerstone of our approach. We understand that guidance can only take you so far without a clear vision of what you want to achieve. Our team works closely with you to develop a personalized financial plan that aligns with your aspirations, taking into account your current financial situation, risk tolerance, and time horizon. By creating a holistic strategy, we ensure that all aspects of your financial life are considered, and we are committed to providing you with the best advice possible.

  • Taxes are an integral part of every financial decision you make. We believe that efficient tax planning can save you hundreds of thousands of dollars over your lifetime and increase your overall wealth. Our team of professionals analyzes your financial situation to identify opportunities for tax optimization, ensuring that you are making informed decisions that align with your long-term goals. We understand that reducing taxes now may not always be the most efficient strategy in the long run. By establishing a comprehensive, long-term tax plan, we can help you maximize your wealth and minimize unnecessary tax burdens.

  • Crafting a suitable portfolio requires more than just selecting great investments. Our investment planning services focus on building a well-diversified and tax-efficient portfolio tailored to your specific goals. We take into account your risk tolerance, time horizon, and financial objectives to create a customized investment strategy. By combining diversification and tax efficiency, we aim to optimize your portfolio's performance and help you toward reaching your financial milestones.

  • Preparing your business for a successful exit or transition will not only help increase your business value but it will help you increase efficiency and revenue before that time comes. Improving your business can take years so the sooner your start the better. According the the EPI, 60% of business owners do not understand their exit options and 79% have no written transition plan. With, on average, 80% of an owners wealth locked in the business, it is very important to unlocking the true value.

Fees



Business Owners

Minimum annual planning fee $7,000 

 

If we manage over $850,000 the fee will be based as follows:


$0 - $500,000 @ 0.85%

$500,001 - $1,000,000 @ 0.80%

$1,000,001 - $$2,000,000 @ 0.75%

Over $2,000,001 @ 0.65%


for
Individuals

Minimum annual planning fee $5,250 


 If we manage over $650,000 the fee will be based as follows:


$0 - $500,000 @ 0.85%

$500,001 - $1,000,000 @ 0.80%

$1,000,001 - $$2,000,000 @ 0.75%

Over $2,000,001 @ 0.65%


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.