Our Services

Have Questions? 

You don't have to decide on something before we talk.  If you have a general idea of your situation, get in touch!  That is usually the best way to find out how we can help.




Continuous Investment Management And Financial Planning

Do you have little time to manage investments and want everything running smoothly?  Are you paying for management but only getting investments?

Easily stay in control of your savings as life changes and your plans evolve with a better way to ensure your asset allocation is right for your age or stage in life.

The key things to succeed financially are prioritized and summarized with goal specific investments to stay on track with ongoing guidance from a CFP®.

This turnkey solution includes investment management and all planning services listed below for an asset-based fee.  Start knowing and get more for a similar or better cost.


*Do you know how much your investments are really costing you? The best way to see the value we add is with a “second look” review.

On-Demand Retirement And Financial Planning

Would you like a concrete plan of action without moving your accounts?

All successful savers need an active framework to stay ahead of risk and reliably measure progress over time.

Get an assessment of your savings and prioritize the key things you need to do financially for a one-time flat fee.

A current valuation of your total financial picture and detailed summaries clearly show you how our suggestions can help with summarized instructions for you to follow on your own.

Stay on top of it all your way with periodic reviews, plan updates and access to our secure client portal available on demand.

Focused Financial Planning Sessions

Quickly get the answers you need to make better financial decisions and feel good about your choices.  Get guidance specific to your situation in a summarized report with action steps.

You can ask us anything and some common questions are:

Social Security - When is the best time to take it for the largest benefit? 

Severance Package Analysis – Will the offer be enough to retire?  How much can it pay you for life?

Pension Options - Which option makes the most sense for you?

Retirement Income – Where will my income come from when I retire?  How can I have more to spend?

401(k) Plan Advice – How much should be saving for my ideal retirement?  Am I ahead, on track, or behind?

Switch from Savings to Income - How do I turn my savings into monthly income and make it last? 

Financial Plan Stress Testing

Be prepared for economic events like Social Security reduction, declining markets, large medical expenses and more.  Stress test your plan to address the things you feel could impact your future.

Financial Planning for Minor Children

It is our pleasure to responsibly cultivate the next generation of investors, philanthropists, and leaders.  We offer financial planning for the minor children and grandchildren of our clients free of charge.

What does it all cost?

Our services are sensibly priced to align their cost with the economic benefits and monetary value they preserve for people use them.

Continuous services are priced as a percentage of assets under management.  One time and on demand services are priced for a one-time flat fee reflecting planning hours and complexity. *

All fees are agreed upon in advance and fully disclosed in writing prior to any work.

* examples of complexity are but not limited to: executive benefits, multiple investment accounts or 401(k), large inheritance, concentrated stock, or rental properties.