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Our Packages

GROW

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.

RETIRE

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.


ENTREPRENEUR

For entrepreneur’s and business owners in need of a well-constructed financial plan to help reach 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.

A Year in the Life of our Clients

Book a Complimentary Financial Planning Consultation