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Our Process

“Setting the BAR”

-Build a relationship based on the highest level of trust and integrity to truly understand what is important to you and how you would like to live your financial life

-Analyze your current situation and future goals through our advanced software programs (Retirement Budgeting, Monte Carlo Simulation, Portfolio Analysis, Insurance Needs Analysis, Estate Distribution Projection)

-Review and monitor continuously to ensure that you are on track and your objectives are continuing to be met.

How we communicate with you

Scheduled outreach includes regular planning reviews, check-ins, and ongoing education opportunities. You can also count on a response within 24 hours whenever you contact us with a question or concern. 

Our fee structure 

While we have the ability to earn commissions through certain investment products, our investment practice is predominantly fee based. Our annual advisory fees are calculated simply as a percentage of assets under management. The table below reflects what our fees may look like for you. 

AMOUNT MANAGEDADVISORY FEE
Up to $500,000.75%
More than $500,000.55%