Our Fee Schedule
The schedule for the various services we offer, subject to the agreement provided at the point of engagement, is as follows:
Initial Consultations are Complimentary if referred or if you take a class: See Education to find an upcoming class near you
$275 per hour with no referral
Financial Plan (FP Meetings 1 and 2)
$1,275.00 – Financial Plan with one free annual renewal/update. Savings of $275.00
Financial Plan Updates
Unless you have at least $50,000 in assets under our management. Then the update is complimentary (no charge)
Extremely competitive versus industry peers
Individual Will – $450.00
Living Trust – $1,500.00
$275 per hour
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This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes....