Financial Planning

For singles or couples who are actively working toward financial independence, during the accumulation phase.

• Wealth Accumulation
• 4-month initial planning experience
• Quarterly follow up calls
• Access to individualized financial planning client website
• Education Planning
• Student Loan Repayment
• Cash Flow Analysis
• Tax-Saving Strategies
• Debt Reduction Strategies
• Insurance Optimization (life/auto/home/umbrella/disability)

Starting from $209 monthly,
based on complexity.

For those looking to retire in the next 5 years, or those who are already retired.

Includes all from grow, and the following:

• Bi-monthly follow up calls
• Advanced Investment strategies for wealth preservation
• Customized strategies for maximizing your Social Security Benefits
• Tax strategies, such as Roth IRA conversions
• Retirement Cash Flow Analysis
• RMD Planning and Strategies
• Long Term Care
• Guidance for Charitable Giving
• Coordination with CPA and Attorney

Starting from $299 monthly,
based on complexity.

For entrepreneur’s and business owners in need of a well-constructed financial plan to help pursue their personal and professional goals.

Includes a combination of Grow and Retire as it applies; plus the following:

Includes a combination of growth and retire, plus the following: 

• Cash Flow Analysis
• Retirement Strategies
• Succession or Exit Planning
• Cash Management
• Employee Benefits Planning
• Business Use of Insurance Analysis
• Intra-Family and other business transfer techniques

Starting from $499 monthly,
based on complexity.