ServicesWe provide assistance in below areas:InvestmentsTraditional IRARoth IRASEP IRASimple IRABondsCommon StockBrokerage AccountsExchange Traded Funds vs. Mutual FundsAnnuity StrategiesReal Estate Investment TrustsFinancial PlanningRMD Planning (Required Min. Distributions)Optimizing Retirement Plans401(k) Planning403(b) Planning457 Deferred Comp PlanningThrift Savings Plan PlanningPension Plans529 College PlansMoney Purchasing PlansProfit Sharing PlansStock Option Planning (RSUs, ISOs, NSOs)InsuranceDisability InsuranceLife InsuranceLong-Term-Care Insurance Strategic Partners As an independent advisory practice we are very different from your local bank or other captive financial institution. We believe eliminating conflicts of interests in who we recommend is best for our clients. Below are a few examples of large investment institutions that we have access to.Charles SchwabFidelityVanguardBlackrockT. Rowe PriceAllianz Financial Planning ProcessOur firm follows the Certified Financial Planning Board's 6 Steps to Financial Planning in working with clients.Step 1 - Establish and define the client-planner relationship.Step 2 - Gather client data and understand client goalsStep 3 - Analyze and evaluate client's financial situationStep 4 - Develop and present financial planning recommendationsStep 5 - Implement planning recommendationsStep 6 - Monitor recommendations and make adjustments as needed Cost of Services*First appointments are a no-cost financial review either in-person or over the phone.We believe full transparency builds trust with our clients. There are no hidden fees. Below are the two methods we get compensated. There are no required minimum investment amounts depending on the financial institution we use in working with a client.1. Financial Planning - Instead of charging by the hour or per appointment, the cost of developing a customized financial plan is an annual flat fee. This fee is based on case complexity and the amount of time and work to construct the financial plan. The fee is typically anywhere from $300-$750. 2. Asset Management - This fee is based on the value of your account. If your account grows, we grow. Clear aligned interests with our clients is essential for an effective long term partnership. We typically charge anywhere from .5-1.5% based on invested assets and portfolio maintenance Monthly Newsletter Receive market summaries and helpful financial planning info! Name Email Thank you! Oops!