Services

Personal Financial Planning and Advice


Hourly

Custom planning and advice tailored to your needs – big or small.

Ongoing

Our complete financial planning and investment solution.

 

 

Financial Planning and Investing AdviceHourlyOngoing
Goal setting
Preparing for retirement
Investment selection and portfolio review
Insurance analysis
Estate planning guidance
College savings goals and strategies
Life transitions planning
Investment management  
Personalized client portal  
Account aggregation  
Online document storage and sharing  
Coordinated planning with tax, insurance and estate advisors  
Ongoing account and investment monitoring  
  $ 190/hr $ 1,125/qtr

I'm Interested

Business 401(k) Plan Advisor

You set up a 401(k) plan with good intentions. But many businessowners are finding their plan isn't working as well as it could. We can take care of your increasingly complex fiduciary responsibilities with a low cost and effective 401(k) solution. Let us take this burden off of you.

 

Three major benefits

Reduced plan costs

Satisfied employees

Peace of mind

 


 

What we provide:

 

✔   Investment selection assistance
✔   Employee education
✔   Ongoing investment monitoring
✔   Fiduciary guidance
✔   Customized investment policy statement (IPS)
✔   Guidance through plan transition
✔   Support from a Fee-Only Financial Planner
 

 

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