Who we serve
Medical Professionals
Medical Professionals dedicate their time caring for their patients and their family. We can help take care of your financial health while you continue to help others.
Our Services
We are a one-stop source for all your financial needs. We provide financial Planning, investment management, and tax services.
Financial Planning
Estate Planning, Debt Management, Insurance Review, Collge Savings Analysis, Retirement Planning, Financial Goals & priorities, Investment Analysis
Wealth Management
Investment Analysis, 401(K), 403(b), 457 Reviews, Set Goals & Priorities, Develop IPS, Asset Allocation, Tax Efficiency, Portfolio Rebalancing, Consolidate Accounts
Tax Related Services
Identify Tax Saving and Deferring Opportunities, Future Tax Projections, Recommend Tax Planning Strategies, Tax Preparation, Help with Tax Issue Resolutions
Here is how our process works
Fee-Only Pricing
We are fee-only, which means we have no conflicts of interest. We refuse commissions, referral fees or any other sort of kickbacks. Our only interest is You! This means that you as the client will always come first and that we will have no incentives beyond providing you with the best possible service.
Financial Planning
Upfront and Quarterly Flat Fees- Net Worth & Cash Flow Analysis
- Retirement Income Planning
- Investments Analysis
- Tax Planning & Strategies
- College Savings need Analysis
- Insurance Review & Gap Analysis
- Estate Planning
- Personal Finance website
- Unlimited access to Advisor
Investment Management
Tiered pricing payable quarterly- Investment goals and priorities
- Risk based Portfolio allocation
- Global diversified Investments
- Tax efficient Asset allocation
- Investment Policy Statement
- Help to consolidate accounts
- Consolidated statements
- Performance reporting
- Unlimited access to Advisor
A La Carte Services
Priced per service- “Discovery” Consultation (Free)
- Hourly Consultations ($300/Hour)
- Project Based Planning
- One-time Retirement Plan: $995
- One-time College Savings Plan: $600+
- One-time 401(K) Review
- Small Business Retirement Plan setup
- Tax Preparation
