4211 Pleasant Valley Road
We view our services as an ongoing life management relationship that focuses on cash flow while helping to make your money work harder and smarter.
Through our services, we are a trusted resource that can provide advice throughout life’s journey. Rather than just focusing on financial data, we take a much broader view of each client’s unique personality, preferences, needs and concerns.
The Financial Life Management Program is built on our 4 pillars of a client-advisor relationship.
Our basic Financial Life Management Program starts with a $100 per month fee. The fee includes the following ongoing services.
The following services are added as needed for an additional $100-200 per month. These services are usually completed within one to two years.
Our Fiduciary Portfolio Management services are built on the principle of:
To start a pre-retirement analysis, we offer an initial Financial Plan that focuses on client’s needs, wants and wishes, while addressing concerns about running out of money and helping to clarify a retirement date. This customized plan ranges from $750-$1,000.
Finally we offer tax preparation services that can be billed separately or added into the basic Financial Life Management Program.