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The Process

If you’re currently looking for a financial advisor, there is a possibility we could be a good fit. If you’re interested in reaching out, please read the short description below of whom we normally advise and how it could work. If you think we’d potentially be a good fit, please get in touch via the contact page.


How our process works

We are fee-based financial planners who proudly act as fiduciaries for our clients. This means we have a legal obligation to put our clients first when offering advice.

Our professional emphasis is on portfolio management, retirement income, and retirement plan design.  We also utilize a vast network of independent investment researchers, tax professionals, and attorneys to help better serve our clients.

We believe strongly in communication and utilize various technology mediums to keep clients up to date on current events. We also visit with every qualified client once per year, minimum. For more complex situations, that may be increased to as many as four times per year.

Our firm offers, 24/7 online access to both investment accounts and financial plans. Our use of technology allows us to track clients’ real-time progress and get out in front of potential issues before they escalate.

What we charge for financial services

We charge a simple flat fee for financial planning and second opinion services. These services are limited only to the time and scope of the stated project, lasting a maximum of 1 year before renewal.  Fees range from $250-$10,000, depending on the complexity of the situation; this fee is fully refundable if you’re not satisfied.

For clients who want us to implement retirement plans, manage investments, and offer ongoing advice, we charge a percentage of total assets under our management. We strive to keep a healthy balance of affordability for the client and profitability for us, to ensure that both parties are receiving ample value from the relationship.

If you've read all the information above and would like to pursue the next step, please schedule an initial call using the contact form, or visit our contact page for more ways to get in touch.

We are a growing business with the ability to support more clients, and are happy to invest an hour of time for the potential of a long-term relationship. We can discuss your current situation, go over any potential questions, and ultimately decide if we can work together.

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