Meeting personal and business planning needs.

Personal planning

  • Discover how your money supports your goals and values. Confidence in your budget will help reduce money anxiety.

  • Develop a strategy to pay off credit cards and loans. Feel the weight lifted as you reduce your debt.

  • Build a diversified and low expense investment portfolio to align with your financial objectives.

  • Take advantage of your employee benefits. Essential coverage adds a significant layer to your financial foundation.

  • Plan for unexpected expenses or situations. Smooth out unexpected bumps in the road by taking proactive steps.

  • Create a saving and investment strategy to help pay for college. Choosing the right strategy can help reduce sticker shock.

  • Prepare for an enjoyable retirement. Make wise choices today to help grow and preserve your money.

  • Share your desires for transferring and protecting your wealth. Find peace in expressing your wishes.

  • Create a plan and investment strategy to fund a major purchase.

  • Utilize investment vehicles during accumulation and distribution to maximize after-tax the amount you receive.

Business planning

  • Discover what kind of plan will best support yours and your employees’ retirement planning goals.

  • Discover a new peace of mind in planning for what happens to the business when you no longer want to run it.

  • Whether you want to offer a benefit to your employees, fund a buy-sell agreement, or protect the business if a key person were no longer around, it is advantageous to know your options.

  • Personal finance is not taught in schools. Arm your employees with the personal finance tools they need to get through life.

Rates

Fee-based

A one percent advisory charge is assessed on assets I directly and actively manage up to $1,000,000. A quarter of the total fee is assessed on a quarterly basis. The percentage fee scales down from there and includes all trades, account maintenance, planning, and any time we spend together.

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Commission-based

Some do not want or need the ongoing advice and service associated with an advisory relationship. If someone has a position they wish to buy and hold or wishes to purchase an insurance product, a commission would be applicable.

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Hourly

For people who have experience with finances and wish to manage themselves, or want to do more complex planning while maintaining their present asset manager, I can charge by the hour for financial planning.

Per Hour | $500 | Get started

Complimentary

Complimentary services include the initial planning call and employee financial education.

Questions before getting started? Get in touch.