As a family-owned financial planning agency, we understand the importance of personalized care and trust when it comes to managing your finances. We prioritize building lasting relationships with our clients. When you choose us and our financial services, you’re not just a number; you’re a valued member of our extended family.
Our personalized, holistic financial plans are tailored to you and your unique goals. We focus on tax preparation, estate planning, investment management, insurance analysis, and cashflow and debt management.
We go beyond the numbers to provide a seamless and stress-free tax preparation experience. From individual tax returns to business tax planning, let us maximize your savings while you focus on what matters most to you.
This is no 140-page thesis. We’ll put together a financial plan for you on under two sheets of paper that includes action items for each of us to work on between meetings.
After a series of initial onboarding meetings, we’ll meet twice per year. However, you’re welcome to schedule more meetings with us if you need the additional help.
View your entire financial life anywhere, anytime on a financial dashboard customized to your unique needs.
We’ll review your portfolio at least quarterly to ensure your investments are performing as expected. We’ll make changes to it if necessary at no cost to you.
No more being put on hold. You’ll have our cell phone numbers and you can contact us directly whenever you need our financial services.
| Account Balance | Advisory Fee |
|---|---|
|
$0-$99,999 |
1.25% |
|
$100,000-$249,999 |
1.10% |
|
$250,000-$499,999 |
.95% |
|
$500,000-$999,999 |
.85% |
|
$1,000,000-$1,999,999 |
.70% |
|
$2,000,000-$4,999,999 |
.60% |
|
$5,000,000+ |
.50% |
Basic tax returns start at
$150
We get together for a 30-minute call to talk about the current state of your financial life and your vision for your future.
We develop and present to you a financial plan customized to fit your unique needs and goals.
You decide if we’re a good fit to partner with you on your financial journey.
We monitor your financial progress on an ongoing basis and help you stay on course. If you’re not satisfied with our performance at any point during our relationship, we will refund you the previous quarter’s fees.
If you think you could benefit from our expertise and financial services, schedule an introductory call with our team and let’s talk about how we can help you achieve your financial dreams.
