Pricing

 

$500 One-time Set Up Fee + Financial Planning & Investment Management Solutions billed quarter

 
 
 
 
 
Up to $500,000 in assets under management

  • Comprehensive financial planning

  • Investment Management

  • Investment Recommendations for Employer Retirement Accounts 

  • Unlimited access via email and phone

  • Reminders to keep you on track

  • Secure, simple online access

  • Virtual meetings from the comfort of your home

Bronze
$1,250 / quarter
 
 
 
 
 
Up to $1,000,000 in assets under management

  • Comprehensive financial planning

  • Investment Management 

  • Investment Recommendations for Employer Retirement Accounts 

  • Unlimited access via email and phone

  • Reminders to keep you on track

  • Secure, simple online access

  • Virtual meetings from the comfort of your home

  •  Coordination meetings with attorneys, CPA insurance agent, and employer

  • Cash flow and budgeting

Silver
$2,500 / quarter
 
 
 
 
 
$1,000,000 + in assets under management

  • Comprehensive financial planning

  • Investment Management 

  • Investment Recommendations for Employer Retirement Accounts

  • Tailored investment solutions to your specific needs

  • Unlimited access via email and phone

  • Reminders to keep you on track

  • Secure, simple online access

  • Virtual meetings from the comfort of your home

  •  Coordination meetings with attorneys, CPA insurance agent, and employer

  • Investment Recommendations for Employer Retirement Accounts

  • Cash flow and budgeting

Gold
$3,750 / quarter