Fee-Based Financial Planning

We offer three levels of service designed specifically to fit your life, at any stage.

Silver Level Planning

Best suited for new clients seeking basic financial analysis, insurance analysis, investment analysis, and retirement projections.
$2,500 to $4,500 per year

Gold Level Planning

Everything from silver plan, including goals-based planning (advanced tax and estate planning) as well as charitable giving strategies and special needs planning.
$4,500 to $10,000 per year

Platinum Level Planning

Everything from Gold plan, including business planning topics, stock options, employee benefits, and real estate investments.
$10,000 to $40,000 per year

What's Included?

  • Support from our team year-round
  • A comprehensive financial plan, updated annually
  • Cash flow analysis
  • Asset allocation analysis
  • Income and expense analysis
  • Health insurance review
  • Found money strategies
  • Basic goal-based planning
  • Quarterly Newsletters
  • Online account access to our planning software, Investor360