Services
Hourly Rate
Proceed with Conviction in your Financial Decisions
If you have a quick question or are looking for confirmation regarding investments you are already currently involved in, our hourly rate option is best to open a discussion. We can help you to assess your choices and to understand the potential risks and benefits of certain decisions.
Some topics of conversation include:
- Choosing the correct 401k options allocation
- Comparing insurance options
- Debt Consolidation
- Proper savings strategies
- Seeking unbiased opinions on topics you’ve heard about
- Understanding your employee benefit package
- You tell us!
After learning about your personal situation, we’ll act as financial counselors to help you to gain clarity and offer insight on the financial questions you may have weighing on your mind. For $275 per hour, we will assist you in making informed decisions and help to instill confidence in taking action on your own accord.
Taking the Reins on Your Finances™
Comprehensive Financial Plan
Planning Ahead for Your Financial Future
In our Comprehensive Financial Plan module, we will take an in-depth exploration of your current financial situation and create a clear focus on your financial goals. Whether you’re a seasoned investor looking for professional guidance or you’re completely new to financial management or growth concepts, this option will help you establish a guide for getting your finances and investments on track to where you want them to go.
This service module will help you to feel comfortable in understanding the foundation of your roadmap enough to go-it-alone, or you can explore avenues for offloading some or all of your financial decision-making to one of our fiduciary professionals. In any case, you will become equipped with a financial game plan tailored to your needs and a better sense of control over your financial future.
Program Cost:
- Total cost of plan is $3,000
- Additional fees incurred if our team implements and monitors the plan
Taking the Reins on Your Finances™
Transactional
Choosing the Right Product for Your Needs
Shopping for individualized financial products like insurance can be an overwhelming and confusing process. With so many different options on the market, navigating the selection process can feel like a shot in the dark. With our Transactional Services we take the guesswork out of buying what you need. By helping you take stock of your current financial situation and establishing how much and what type of coverage is necessary, we help you sift through the fine print and compare policies that are right for you.
Types of Financial Products we can Assist You with:
- Life Insurance
- Disability Insurance
- Annuities (Fixed and Variable)
- Long-term care insurance
We make it easy to feel secure in knowing that you are being guided to purchase the correct policy for your situation. It’s our job to verify that you’re getting everything you need to keep you covered, and nothing superfluous— It’s the peace of mind of protecting your future.
Taking the Reins on Your Finances™
Asset Accumulation & Protection
A Traditional Approach to Asset Management
As our ongoing fiduciary option, we take the load off by managing and building your investment portfolio for you, squarely focused on your long-term goals. In this model, we offer in-depth and highly personalized investment advice with tax efficiency in mind. After our onboarding process, you’ll have access to your specialized financial dashboard. At any time, you can see how we’re utilizing technology that provides ease of monitoring and enables accurate, ongoing reviews. With that, we can efficiently analyze your risk tolerance and provide automatic and strategic rebalancing. This option takes the burden of financial decision-making off your shoulders, while maintaining full transparency in the management of your portfolio.
What’s Included:
- 30-45 day onboarding process
- Specialized investment advice
- Consolidation and simplification of accounts
- Tax loss harvesting to increase after-tax returns
- Financial behavioral coaching
- Personalized financial dashboard
- Scheduled evaluation reviews
Our Three-Tier Fee Structure:
- $0 - $1 million: 0.95%
- $1 million - $3 million: 0.85%
- $3 million +: 0.70%
(Based on account balance)
*additional fees may be incurred.
Taking the Reins on Your Finances™