"...too many planners make their money by suggesting only investments that reward them for their recommendations." April 1, 2002 Newsweek

"The most important matter is how the planner is compensated. Hire the planner who...has no financial stake in (your) investments." Forbes

Most clients that come to us have no idea how much they are paying their advisor. Sometimes they are afraid to contact their advisor because of the costs associated with changing investments.

Our objective is to look at your total costs for planning advice and investment management and determine if we can save you more through our services than you currently pay.

Financial Planning & Investment Consulting Fees

We offer answers to specific financial questions along with comprehensive financial planning including specific portfolio suggestions. For select clients we offer an ongoing management of a customized investment portfolio along with complimentary financial planning advice. We charge fees based on a percentage of assets under management in portfolios such as IRA, 401k, 403b, and individual brokerage accounts. Our fees are most competitive for clients with $1,000,000 and up, although we do work with clients with less.

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