Individuals & Families

This comprehensive service level is for clients that wish to build and accumulate wealth in partnership with a CFP® professional. Clients have access to all areas of analysis annually.

Financial Planning

Investment Management

Tax Planning

Insurance Planning

Education Planning

Retirement planning

Employee Benefits

Estate Planning

Cash Flow Planning

Debt Management

$325/month

1% AUM $260,000 - $1,000,000

0.50% AUM $1,000,000 - $3,000,000

0.40% AUM $3,000,000 - $5,000,000

0.30% AUM $5,000,000+

Business Retirement Plans

This service is for businesses that want to add a retirement plan, or businesses with an existing retirement plan that desire more value and better plan features.

Fast Setup

Payroll Integrations

Nondiscrimination Testing

Annual Plan Reviews

Live Customer Support

Affordable Pricing

Flexible Plan Design

No Administrative Burden

Compliance Work

Employee Education

$2,500/year

0.50% AUA $500,000+