Simple, Transparent Fees

A breakdown of our service and costs

Ongoing Planning

Comprehensive tax, financial planning, and investment offering

$12-15k annual fee (complexity dependent)

For Business Owners - $18,000+/year all inclusive

What You Get:

Financial plan development

Ongoing financial planning

Ongoing tax planning

Annual tax projection

Retirement strategy

Estate planning

Real estate analysis

College savings

Debt payoff plan

Compensation review & strategy

And more

For Business Owners

Business entity evaluation

Owner's pay analysis

Exit planning

Tax planning

Bonus account

And more