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Retirement planning

Retirement planning

Revolutionize your retirement strategy with our service: Personalized, Data-Driven Planning, Complete with Actionable Summaries and Comprehensive Reporting.


Starting at just $1,500.

Included with Investment Management for Clients over $500,000

Investment Management

Investment Management

Investment Management with a focus on strategic investment strategies, predominantly leveraging cost-effective and tax-efficient Exchange Traded Funds (ETFs).


Management fees range from 0.65% to 1.25%, determined by the size and complexity of your account, with a minimum investment of $1,500.

Financial Health & Wellness Subscription

Financial Health & Wellness Subscription

“My Blocks” Financial Health & Wellness tools,  4 - 1 Hr Phone Meetings, Monthly email newsletter with retirement planning tips and articles.

Examples:

- Education Planning

- Retirement Planning

- Social Security Planning

- Goal Funding Planning


$55/month or $600/year.

Business and Professional Services Advisory (myTeam)

Business and Professional Services Advisory (myTeam)

Guidance for your business needs:

- Cash Flow Planning
- Tax Planning and Optimization
- Risk Management and Liability Insurance
- Succession Planning
- Debt Management
- Investment and Retirement Planning
- Employee Benefit Programs


Get comprehensive advisory for $250 per month with a 12-month commitment.

Social Security Analysis and Optimization Review

Social Security Analysis and Optimization Review

Review of your Social Securiy

- Income Estimates

- Distribution age Breakeven Analysis and Review.


Professional consultation: $250 - up to 1.5 hours. $150 each additional hour.

401k Account or Outside Account

401k Account or Outside Account

Assessing Investment Accounts from another institution or your Employer Sponsored Plan:

- Comprehensive Review
- Examination of Investment Choices
- Portfolio Allocation Analysis
- Rebalancing Strategies
- Contribution Recommendations


Professional consultation: $250 - per hour per account

Goal Planning

Goal Planning

Dreaming of a substantial goal, like acquiring a new boat or lakeside home? Let's craft a strategic plan together!


Professional consultation (Up to 1.5 hours): $250

Data Entry and Setup: $90

College Savings Planning

College Savings Planning

Embarking on the road to financial success begins with a fundamental savings strategy and tailored investment guidance.


Professional consultation: $150 - up to 1.5 hours. Data Entry and setup: $90

Insurance planning and review

Insurance planning and review

Insurance can often seem intricate and daunting. We specialize in assessing your unique risk profile and advising on the appropriate coverage to safeguard the fruits of your hard work. Our comprehensive review spans Life, Property Casualty, and Disability coverage, catering to both personal and commercial needs. A professional evaluation is consistently a prudent choice.


Professional consultation: $95 per policy or $400 per household.

Budgeting and Debt elimination

Budgeting and Debt elimination

Setting a strong foundation for your finances can significantly impact the trajectory of your financial journey.


Should you find yourself in debt, the key to getting out, lies in swiftly and efficiently working towards becoming debt-free. This can truly transform your financial situation.


Professional consultation: $289 - Data entry and setup (Up to 3 accounts) and a 1 hour consult. $99 - 1 hour consult Only

What If Scenario planning

What If Scenario planning

Your inquiries, our solutions.

For instance, pondering your sustainable retirement income from your savings? Concerned about skyrocketing inflation and its impact? Contemplating an early retirement at 60 and wondering if your finances will endure?


Professional consultation: $250
Data entry and setup: $150


Unlock answers with us.


Customized solutions a’ la carte

Customized solutions a’ la carte

Navigating intricate financial questions and scenarios can be a challenging endeavor, as each situation is Unique. We excel at simplifying the complexities by modeling your specific circumstances and offering expert guidance.


Professional consultation: $250 per hour. Data entry and setup: $90


Let us help you find clarity in the financial puzzle that's unique to you.

Have a Questions?  Get Answers!

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