Frequently Asked Questions

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We enjoy meeting new people, learning about their background, and determining if their financial planning goals align with ours. 

To start this process, we schedule a 15 to 30 minute introductory conversation via videoconference, or in-person at our office. 

If we are a good fit, then at our second meeting, we will present your Retirement EKG [a complementary analysis of your current plan], our recommendations for improvement, and how our team can help. 

Our comprehensive, annual financial planning fee ranges between 1.25% to 1.75%, depending on our clients' comfort level with investment risk. 

Our planning fee not only involves all Retirement and Brokerage investing strategies, but also includes all forms of Insurance Solutions, Estate Planning and Tax Advisory services.

Serving clients as Independent Fiduciaries means that they are our only boss and we are held to the highest legal and ethical standard of financial planning service. 

We are not bound by any corporate directive and we are not limited by institutional restrictions around financial planning solutions.

Because of those restrictions, most corporate advisory firms do not have access to the unique blend of investment and insurance solutions that we use.

Beyond our business acumen, we take pride in strengthening client relationships through prompt and transparent communication along with multiple plan reviews per year. 

Our services are reserved for conservative investors who have at least $250,000 in liquid, investable assets. Our clients are families and business owners who want a team they can trust to grow and protect their wealth.