Services & Fees
We help a select group of business owners, professionals and retirees to optimize their financial resources and manage their financial lives.
Our advisors lead a world-class team of independent tax strategists, financial specialists and professional subject-matter experts, and are here to help you every step of the way.
There is no charge for an initial meeting. Our initial meeting is to determine if our personalities and expectations are a good fit; and if a relationship with us could add significant value into your financial, business and personal life.
Financial planning services are oriented toward the development of a formal written strategy, solving specific financial problems and achieving specific goals. There is a one-time fee charged for this initial plan development.
The result is a simple yet detailed written action strategy designed to optimize your financial resources, minimize risk, costs and taxes, and give you a higher probability of achieving your financial goals within your targeted timeframes.
Our business and personal financial planning fees are industry standard and based on the service and value delivered within each unique engagement. Initial planning fees start at $995 for limited-scope personal plans, and can potentially range into five-figures for more complex and highly specialized business plans. Most comprehensive personal plans range between $3,295 and $6,475.
(Third-party professional and specialist fees are additional and variable based on the subject matter, provider, product, strategy and/or level of services performed. We do not exercise control over independent third-party professional or specialist fees, or warranty their services or results).
Wealth management services are oriented toward the ongoing implementation of financial planning strategies, management of investments, and ongoing service and guidance.
We believe we deliver the best value to business owners, professionals and families with annual incomes exceeding $300,000; and busy retirees with discretionary investment assets exceeding $1,000,000.
Our wealth management fees are industry standard and are fully disclosed in writing. Annual wealth management fees range from 0.25% to 1.85% per year based on assets under advisement, and the level of coordination, management and value provided within each unique relationship.
We believe in full transparency. If we agree to work together, you will know exactly how much you are paying, and exactly what you are getting in return.
How Can We Help You?
We appreciate your interest in us. Due to the very special way we work with people, we are only able to work with a select number of clients who match a unique character and financial profile. To help you determine if we might be the right firm for you, we’ve posted our Ideal Client Profile on this website.
If you match our profile, we invite you to inquire about a no-cost, no-obligation initial interview to explore the potential opportunities in working together. We can be reached at (800) 215-LIFE (5433). We look forward to speaking with you.