Financial Planning and Fees

For over 25 years, we have specialized in providing comprehensive wealth management services to individuals, families, and business owners. Our team is committed to serving our clients as unique partners, requiring individual solutions and well-thought-out strategies to empower them to make their own decisions. Above all else, we value the relationships and trust that we build.

We offer our clients a holistic financial planning approach to help them maintain overall financial health and accomplish multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring.

We understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both short and long-term goals. As a fiduciary in advisory relationships, we also provide dedicated, personalized and independent advice, putting your needs and best interests first.

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While many clients choose from one of our planning packages, we recognize that you may desire more customized support. We are pleased to offer ala carte planning services at $200/hour. Depending on your situation and needs, feel free to choose from the topic areas listed in the packages above, or choose your own focus area. Hours will be estimated and proposed on a project-by-project basis, prior to the start of any work. 

• Portfolio Review
• Investment Selection
• Rebalancing
• Gain/Loss Harvesting
• Time Horizon Analysis
• Risk Tolerance
• Asset Allocation
• Research

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Investments involve risk, including the possible loss of principal. Please ask me about the risks and fees associated with your current and any future investments that may be recommended in the future. Rev 07/2024