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Options for Engagement

Strategic Planning

  • Fee-Based Financial Planning Engagement
    • 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).