Your Financial Plan

Financial Planning

We design all components of your financial plan to meet your financial and life goals. We test and monitor your plan, and adjust along the way, so you can have a level of predictability when it comes to your financial future.

Investments

Whether you have many years ahead and are focused on growing your assets, or you are looking for predictable income from your portfolio, our focus is on positioning your assets in a way that helps support your overall financial health, which helps you fulfill your unique purpose in life.

Risk Management

We help you prepare for the unexpected so that through the ups and downs of life, you have an intentional plan to keep making progress towards your ultimate goal.

Charitable Planning

We help you bring more structure and efficiency to your giving so that you can continue to make an impact during and after your life.

Tax Planning

Taxes are one of the largest expenses you will pay over your lifetime. We do proactive planning to minimize your taxes by structuring investments and transactions properly, before the taxes are ever due.

Estate Planning

We help to ease the stress of these financial and legal issues for you and your family members in a smooth and tax efficient manner.

Fee Structure


Planning fee starting at $2,400 per year*

Tiered Fee on Assets Managed:
< $2 Million 1.00%
$2 to $5 Million 0.80%
$5 to $10 Million 0.65%
$10+ Million 0.50%

*Planning fee can be paid monthly, and is waived after assets under management reach a certain level (currently $500k).

Business services

Our professionals help small and large businesses design and implement retirement plans to attract and retain quality employees, as well as aiming to minimize taxes and maximizing the business owner’s ability to invest for his or her future. Get in touch with us for more information.

Wealth has purpose. We want to help you fulfill that purpose.

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