Services
What We Offer
If you like a no-nonsense approach to investing, you've come to the right place. Slow, steady, patient investing based upon wise stewardship wins the race, and that's the way we've served our clients for nearly 30 years.
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We work with you to listen to your needs and your goals to find strategies that fit your unique situation.
We hear you, and understand how important it is to work with you throughout your financial journey,
from establishing a financial foundation to preparing your legacy for the next generation.
We're here to walk along side you.
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We offer in-person and phone consultations. Give us a call today.
Crafting Your Financial Plans
Whether you are a new client or an existing client who is now adding financial planning services, we will first craft an initial plan to build on for years to come. This process takes 6-12 months, and lays the foundation for a lifetime of financial success.
Accumulator Planning
Starts at:
$1,500
Creation of income and balance sheets
Savings goals
Ratio analysis and cash flow planning
Core Planning
$3,000
Everything in Accumulator Planning, plus:
Tax planning
Retirement income planning
Starts at:
Comprehensive Planning
$6,000
Everything in Core Planning, plus:
Estate planning
Insurance planning
Starts at:
Elite Planning
Starts at:
Everything in Comprehensive Planning, plus:
$10,000
Coordinator with other financial and legal professionals
Tax preparation with our CPAs
Legacy and multi-generational planning
Private Wealth Planning
Custom
Everything in Elite Planning, plus:
Virtual Family Office
Executing Your Financial Plans
When crafting your initial plan and beyond, our ongoing services begin with investment management and include much, much more. Now that we have a plan, it is time to put it in place — and we will be there every step of the way.
Accumulators
$10k - $250k
1.25%
Professional investment management
Retirement savings planning
Annual virtual check-ins
Annual Fee
Core Planning
$250k - $500k
1.15%
Annual planning strategy meeting
Integrated tax planning
Retirement income planning
Annual Fee
Comprehensive Planning
$500k - $1m
1.00%
Semi-annual planning strategy meetings
Estate planning
Insurance planning
Annual Fee
Elite Planning
$1m - $3m
0.80%
Annual Fee
Quarterly planning strategy meetings
Annual tax preparation included
Full coordination with your financial and legal team
Private Wealth Planning
$3m+
Custom
Annual Fee
Private client services
Virtual Family Office
If you have been with us for many years — especially through an American Funds A-share investment — thank you. That long-term trust means a lot to us.
Those legacy accounts were originally designed for one-time investment recommendations, and they have served that purpose very well. However, they do not include ongoing investment management or regular review meetings — we are not actively monitoring your portfolio, recommending changes, or providing ongoing advice or financial planning.
We’re still here to support basic account requests, including updating beneficiaries or contact information and processing trades at your direction (you decide what changes to make, and we place the order).
If you’re looking for proactive advice — including help deciding what changes to make, when, and why — we’d love to reconnect through our planning and advisory model.
Call us today to learn what working together could look like going forward.
We’re ready when you are.