Custom planning and advice tailored to your needs – big or small.
Ongoing Planning + Investment Management
Our complete planning and investment solution with ongoing services for select clients.
|Healthcare Costs Analysis||✔||✔|
|Social Security Strategies||✔||✔|
|Portfolio Risk/Reward Analysis||✔||✔|
|Insurance Analysis - Life, Long-term Care, Disability Needs||✔||✔|
|Estate Planning Guidance||✔||✔|
|Client Portal to Financial Plan & Important Documents||✔|
|Digital Document Storage and Sharing||✔|
|Coordinated Planning with Tax, Insurance and Estate Advisors||✔|
As a small firm by design, we limit the number of Ongoing and Project engagements so we can properly serve clients and enjoy time outside the office. There may be times, despite how much we'd love to work with you, when we say "no" or "not yet". If that occurs, we'll plan to start an engagement in the future or introduce you to other qualified providers.
Project Financial Plans are commonly 12 hours. An estimate will be provided prior to signing an agreement.