Personal Services
Financial Planning - $500 upfront fee plus $30/month
Retirement Projection and Planning
Investment Risk Analysis
Insurance Inventory / Review
Personalized Recommendations
Client Portal to Monitor Your Financial Plan
Monthly Newsletter
Annual Review Meeting (virtual or in-person)
Additional Planning and Meetings as Needed
Anytime text, email and phone call questions
Investment Management Services (available for Financial Planning Clients)
Portfolio Recommendations that MatchYour Financial Plan
Investment Monitoring and Review
Annual Advisory Fee Schedule (deducted quarterly)
$5,000 - $99,999 = 1.00%
$100,000 - $249,999 = 0.90%
$250,000 - $499,999 = 0.80%
$500,000 - $999,999 = 0.60%
$1,000,000 - $4,999,999 = 0.50%
$5,000,000 - $9,999,999 = 0.30%
$10,000,000 - $20,000,000 = 0.10%
$20,000,000+ = 0.05%
Insurance Solutions
Life
Disability
Long-Term Care
Medicare Supplements / Prescription Drug Plans
A la Carte Services
Hourly Consultation/Planning Rate - $300/hour (1 hour minimum)
Budget Coaching - $350/3 months
Debt Reduction Plan - $350/12 months
Medicare Consulting - $250 (fee waived for Medicare Supplement clients)