You might be interested in this service if you want all the financial areas of your life to work together. We can help you answer questions such as:

• Am I saving/investing enough for retirement, college or other financial goals?

• How do I optimize my cash flow and make sure I’m not overspending?

• What kind of insurance do I need?

• What employee benefits should I enroll in?

• Am I paying to much in taxes and is there any way to improve my tax situation?

• What do I need to do in case something happens to me?

• How can I make sure my wishes are followed after I pass away?

• When can I retire (or make work optional) and what will that look like financially?

• How can I use my money to enjoy my life more now and in the future?

It is an ongoing service that provides updated recommendations as your life shifts and changes.

Fees start at $4,800 annually (paid as a monthly payment)

This service might work for you if you are within a few years of retirement or already retired. It helps you answer questions such as:

• Do I have enough money to retire?

• What can I expect my retirement lifestyle to look like?

• When should I start receiving Social Security

• What should I do about health insurance prior to Medicare or what Medicare options should I choose?

• How do I manage various sources of income like pensions, social security, and RMDs?

• Is there a way to save on taxes in retirement?

• How do I plan for major expenses, long-term care, charitable giving, or leave a legacy?

• What can I do with my investments to support my retirement goals, save on taxes, and be able to sleep at night?

It is an ongoing service that provides updated recommendations as your retirement evolves.

Fees start at $6,000 annually (paid as a monthly payment)

Professional management of your accounts can help with:

• What accounts do I need to meet my goals?

• How should my assets be invested for the short and long-term?

• Can you help me align my investments with my tax situation?

• How can I feel comfortable sleeping at night but still get growth for the future?

• Can you help me choose and understand what investments make sense for me?

Fees range from 0.55%-1.15% annually of assets managed, depending on portfolio size

This service is a short engagement that focuses on a specific set of 1-2 financial planning questions to be answered and recommendations to be provided.

Fees start at $1,000 (paid in 2 payments)