Description of Services
Full Service Financial Planning
Our Full-Service Financial Planning is a comprehensive, relationship-based program that integrates all aspects of your financial life. This service includes guidance on:
- Retirement planning, tax strategies, cash flow, debt management, estate planning, insurance analysis, and more.
- Ongoing collaboration with our team to adapt your plan as your life evolves.
- Access to tools, education, and support to help you make informed financial decisions.
This service is designed for clients seeking a holistic approach to managing their finances, and it includes Individual Portfolio Management at no additional cost. Financial Planning Fees are determined by the company’s Net Worth Fee Schedule. This fee schedule is on each individual fee quote and is contained in our form ADV, available on our website.
Individual Portfolio Management
Individual Portfolio Management is a standalone investment advisory service focused on managing your assets in alignment with your risk tolerance. This service includes:
- Customized investment strategies tailored to your objectives and time horizon.
- Ongoing monitoring and rebalancing of your portfolio.
- Integration with your broader financial plan if you are also enrolled in Full Service Financial Planning.
This service is available independently or as part of our Full-Service Financial Planning program. Fees are typically 1% annually, based on the average daily balance of your managed account. This service is included at no extra charge for those engaged in Full-Service Financial Planning.