Comprehensive Wealth Management Services
When we manage your financial life and allow you to focus more on your day-to-day life. We help clients keep more of their hard earned money to use toward their dreams by avoiding costly mistakes.
Mistakes we work to avoid:
* Not having an estate plan in place
*Not having an emergency fund
*Surprise taxes owed at year end
*Not carrying appropriate insurance or being underinsured
You are free to choose between comprehensive financial planning with investment management included or hourly services. Always with one low transparent fee.
Ongoing Fees for Families begin at $1,000/quarter.
Hourly Fees are $350/hour.