Services Overview

How Can We Help?

We take a comprehensive approach to your financial situation, and through our careful analysis, we deliver an actionable plan that helps you achieve your goals. College planning and student loans are just the tip of the iceberg in terms of what we do for our clients. We pride ourselves in our ability to help manage all facets of your financial plan. In addition to our college services, we focus on helping our clients: 
 

  • invest their money wisely

  • retire with confidence

  • reduce their taxes

  • protect their assets

  • create a monthly budget

  • minimize debt

Comprehensive Financial Planning
& Investment Advisory Package

  • Setup fee = $500 - $1,500
     

  • Ongoing services start at $175/month for accounts with less than $210,000 and increase based on assets under management at the following rates:
     

    • 1% for accounts between $210,001 and $1,000,000

    • 0.75% anything above $1,000,001
       

  • Fees can be deducted from investment accounts and/or paid out of pocket

Comprehensive Services Include:

  • Investment management

  • College planning

  • Student loans

  • Retirement planning

  • Budgeting & debt mgmt 

  • Optimize company benefits

  • 401(k)s, IRAs. Roth IRAs

  • Stock options

  • Business planning

  • Tax planning

  • Life & disability insurance

  • Long-term care

  • Risk management

  • Real estate & 1031 exchanges

  • Estate planning

  • Referrals
    (CPAs, attorneys, Realtors, etc.)

  • Portfolio rebalancing

  • On-demand advice

Hourly Consultations

Hourly Consultations

Services Include:

  • Short-term engagements and one-time financial plans

  • Services include, but are not limited to the following: investments, retirement, budgeting, debt, college, and employee benefits.

Costs:

  • $250/hour
     

  • Hourly work can be applied towards the initial setup fee if a client decides to commit to our comprehensive financial planning services

Student Loan Planning

Services Include:

  • Help determine most effective way to pay down student debt

  • Goal is to minimize interest costs and/or monthly payments

  • Evaluate debt forgiveness options versus refinancing

  • Incorporate payment plan with other cash flow needs

Costs to Implement Plan:

  • Single borrower — $395 one-time fee, or $50/month
    for 12 months

     

  • Two borrowers — $695 one-time fee, or $70/month
    for 12 months

Call

(904) 580 - 4698

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