Fee Structures
We believe in transparent fees.
You work hard for your money.
As an intergenerational financial planning firm, we work with individuals and small business owners transitioning into retirement.
We help protect their life savings for themselves and their families addressing several ways to reduce risk and maximize potential.
Our financial planning strategies provide goals-based ideas, offering realistic solutions to meet your needs.
Throughout the years, we’ve found a flat fee rate sets clear expectations and understandable deliverables.
We carefully listen to what you need and tailor a strategic plan specific to your goals.
- NGWS Tracker document organizer and vault
- Financial Independence Strategies
- Risk Management
- Investment Planning
- Tax Strategies
- Estate Planning ideas
- Business Growth and Succession Strategies (if applicable)
- Special needs, seniors, and next generation planning
Implementation of your plan. Here, we put your plan into action.
As your advocate in the financial product marketplaces, we shop insurance or professionally managed investments to fit your plan and your needs.
Fees and commissions built into these products compensate us for the work involved in physically implementing your plan.
We coordinate and collaborate with other advisors, such as your attorney and CPA, to ensure there are no gaps in your situation.
We want happy clients.
Our consultative approach and personal service means we know our clients. We want to protect them, their friends and family.