Pricing

Financial Planning services are provided at a rate of $250 per hour but assets under management reduce fees for financial planning services by a rate equal to of 1% current holdings. Example: $100,000 in investment assets results in a $1,000 discount on fees.

Individual over $500,000 in investment assets = all services included

Couples over $650,000 in investment assets = all services included

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Simple Budget System and Net Worth Calculation: $250

Retirement Plan: $2,500 per person or $3,500 per couple with additional financial planning requests at $250/hour

Estate Planning: $2,500 per person or $3,500 per couple with additional financial planning request at $250/hour

Financial Planning and Goal Setting Services: $1,000 minimum, additional work at $250/hour, a quote will be provided

Insurance Needs Analysis: Life insurance, critical illness insurance, disability insurance, health and dental plans: complementary as commissions are paid on completion of a sale.

Investment Analysis: Existing portfolio review and recommendations (if not a client): $250 for review or complimentary if you become a client