For clients who desire a comprehensive financial plan with recommendations to guide your family’s financial decisions, our team will guide you through an in-depth discovery meeting to understand your situation, values, goals, and priorities both in their personal lives and financially. From this, we spend a significant amount of time analyzing and creating your financial plan, as well as our specific recommendations.
Clients with situations that generally encompass more complex financial, business, or estate planning have found immense value from this option.
We charge a flat fee for the creation of the financial plan.
Tactical Planning
Our team of credentialed financial professionals will focus on providing analysis and solutions for a specific aspect of your current situation.
Areas focused on from a tactical approach can include life insurance, disability insurance, long-term care, annuities, and investment management.
We do not charge a fee for our time, however, there are embedded fees built into the products we recommend and will vary depending on the solutions you choose.
If you choose to move assets to our management, an annual advisory fee (depending on asset value) is billed quarterly.
If you choose to implement insurance solutions, we are paid a commission by the insurance company on any products purchased (varies according to solutions implemented).