Menu
Legacy Plan
Retirement Financial Plan
$
1,200
One-time
-
Optimize Income
-
Minimize Taxes
-
Invest Wisely
Click Here
*$800 Annual Price to update plan after first year.
Build Wealth
Porfolio Between $250 K-$600K
$
1,200
+ .95% Annual
-
Legacy Plan
-
Portfolio Mgmt.
-
Progress Reports
Click Here
*$800 Annual Price for Update
*.1.15% Management Fee on assets annually
Premium
Portfolio Above $650,000
$
1.15%
Annual
-
Includes Build Wealth
-
Tax reduction
-
Roth IRA Conversion
Click Here
*1.15% fee for assets includes Legacy Plan, Build Wealth plus advanced planning strategies.
Portfolio Mgmt.
Investing only
$
1.15%
Annual
-
Investment mgmt.
-
Performance Reports
-
Annual Report
Click Here
*1.15% is for the management Fee on Minimum $250,000 annually
Service Matrix
Know which service is best for you! See a full detailed list to help you choose which is the right one.