Services

Initial consultation
 
No charge

 
Hourly
 
$125.00 hourly: Review documents, financial and estate plan discussions or mediate financial decisions.
 
 
Retainer
 
$1250.00 quarterly (cancel anytime)

 
Retirement Plan

Through discovery and hard factual data an illustration is developed to help visualize and assess probability of success of one's retirement plans. If necessary implementation suggestions will be made to increase the probability of success in your plan.

$500.00 - $2,500.00

 
Assets Under Management Annual Fee
 
$25,000.00 - $500,000.00         1.00%

$500,000.01 - $1,000,000.00    0.75%

$1,000,000.01 +                        0.50%.