Services

 
 

OnGoing Financial Planning Services starting out as low as $25 a month for select clients.

Our Fiduciary Statement »

 

OnGoing Financial Planning

As low as $25 Monthly — This is an ongoing financial plan service that provides clients with all the aspects of financial planning and support from us along the way. Pricing is determined by the net worth of the individual and what the clients intends to do financially in the future.

The Perpetual Financial Planning will address any or all of the following areas of concern. These areas may include, but are not limited to, the following:

  • Establishing and defining the client-planner relationship

  • Gathering client data and determining goals and expectations

  • ·Analyzing and evaluating the client’s financial status

  • Developing and presenting the financial planning recommendation and/or alternatives

  • Implementing the financial planning recommendations

  • Monitoring the financial planning recommendations

  • Business Planning

  • Cash Flow and Debt Management

  • College Savings and Planning

  • Employee Benefits Optimization

  • Estate Planning (in conjunction with an estate focused attorney)

  • Insurance

  • Investment Analysis

  • Retirement Planning

  • Risk Management

  • Tax Planning

Investment Management

% AUM FEE, Look below for percentage brackets. — Already have a financial plan in place, but just need help managing your investments? The investment management will do just that. We will determine the appropriate asset allocation of your investments based on your risk tolerance and financial goals. Also, construct an optimized portfolio based on intensive research of investment options available to you. Then focus on low-cost investment options that have similar returns to higher-cost investment options. We will also evaluate your portfolio on an annual base and rebalance it as needed. You will also have access to online tools that will allow you to view your investment accounts that we manage.

Accounts We Manage:

  • Brokerage Accounts

  • Education Accounts

  • Retirement Accounts

  • Business 401K

Account Value Annual Advisory Fee

$0-$500,000 1.00%

$500,001-$1,000,000 0.75%

$1,000,001 and above 0.5%