Services & Fees
Financial Planning, Retirement Tax Strategist & Investment Management — All for a Flat Fee.
Our flat-fee engagement includes the following services:
Tax-Efficient Investment Management
Retirement Date Projections
Optimize your Savings Strategy
Retirement Withdrawal Strategy
Roth Conversion Strategy
Social Security Claiming Strategy
Goal Setting & Tracking
Account Consolidation & Simplification
Establishing a Budget & Spending Parameters
Debt Management & Analysis
Employee Benefit Selection
New Home Purchase & Sale Decisions
Life & Disability Insurance Needs Analysis
Property & Casualty Coverage Review
Estate & Beneficiary Summary
Tax Projections & Withholding Strategies
Cash Management Systems
College Funding Plan
Tax Efficient Charitable Gifting
Pension Payment Decisions
Our flat-fee is $2,500 per quarter, billed in arrears.
Our fee includes Investment Management
Your Trusted Partner
Once we deliver your financial plan, we continue our engagement with semi-annual meetings — helping you manage all areas of your financial life: Ongoing Financial Planning, Annual Tax Planning, Annual Cashflow Planning, Goal Tracking, Ongoing Investment Management, Rebalancing, Tax-Loss & Gain Harvesting, Risk Management & Estate Plan Monitoring, and handing the inevitable changes in your life, goals, tax laws, and markets.
We review and update your plan’s progress as needed, ensuring you remain on track to your most important goals.
Outside of our semi-annual meetings, we are readily available to you should you need assistance and financial council with major life changes or impactful decisions that need to be made.
Your Financial Dashboard
You will have access to your own Financial Dashboard through state of the art financial planning software.
The Financial Dashboard will serve as a clear and complete picture of your financial life. When you link your accounts they update on a daily basis allowing you to see your current net worth, review your investment holdings, and see the details of your cash flow.