Transparent Fees for Advice.
3 Distinct service models to fit your unique needs and life stage
Comprehensive Financial Planning + Investment Management
Best for business owners and high- income or high net worth families
✓ Cash flow and debt planning
✓ Tax planning
✓ Retirement Planning
✓ Education Planning
✓ Employee Benefits Planning
✓ Insurance Planning
✓ Estate Planning
✓ Semi-annual meetings
✓ Monthly check-ins
✓ Low cost, no load investments
✓ Customized to your goals
✓ Globally Diversified Portfolio
✓ Tax Smart Investing
✓ Tax Loss Harvesting
✓ Asset Location
+
For Business Owners
✓ Business Cash flow planning
✓ Business entity analysis
✓ Business Tax planning
✓ Owner's pay analysis
✓ Retirement plan analysis
✓ Exit planning
✓ Business Estate planning
✓ Quarterly meetings
Starting at $4,000/year
Military Transition Plan
Best for those that are approaching their military transition and want help thorough this complex time of life.
**Buy one Give One** After your plan, we will give a plan to an E-5 or below
✓ Net Worth Statement
✓ Leave Balance
✓ ID Protection, Credit Score
✓ Take Home Pay Analysis
✓ Separation Income
✓ Cash Flow Projection
✓ Short Term Goals and Debt
✓ Keep or Sell Current House
✓ Buy or Rent new house
✓ Mortgage Decision
✓ Employee Benefits
✓ GI Bill
✓ Education Savings
✓ Property/Casualty Insurance
✓ Life and Disability Insurance
✓ SBP Analysis
✓ Health Insurance
✓ Tax Planning
✓ Retirement Projections
✓ Keep or Roll TSP Decision
✓ Investment Analysis
✓ Estate Planning
✓ Order of Operations
✓ Measurable Action Plan
✓ 1 year of planning access
$3,000
Download the Ultimate Financial Checklist for Military and Veterans
In this value packed checklist, you'll get 7 pages of critical things to be thinking about to clarify your journey to financial freedom
