Tailored Financial Services for Individuals and Businesses
Our Services
Foundational Advise
Services may include:
Risk Management for insurance needs
Retirement goal tracking
Asset allocations
Client Service:
Meetings focus on personal overview and broad strategies.
Cost:
Product based.
Investing and Wealth Management
Services may include:
Portfolio review
Fee-based advisory accounts
Market updates
Targeted Strategies
Client Services:
Meetings focus on client investment tolerances, while creating tailored based strategies.
Cost:
Managed - Cost varies by program and individual preference.
Commission-based Account - Costs are associated with individual products on a transactional basis governed by Brokerage Agreement.
Comprehensive Financial/ Estate Planning Strategies
Services may include:
Net worth review
Tax planning strategies
401k review
Employee benefits
Education Planning
Cash flow management
Coordination with outside professionals (attorneys, accountants)
ESOP implementation and review
Buy/ Sell Planning for business owners
Liquidity event strategies
Client Service:
Meetings to identify financial goals and needs.
Cost:
Financial Planning services can range from $1,500 to $50,000 depending upon complexity of engagement and other factors
About Our Company
With a commitment to delivering tailored strategies and actionable insights, our consulting firm empowers businesses to focusing on unlocking their full potential and pursue sustainable growth. We bring a wealth of expertise and dedication to addressing and meeting the unique needs of each client.