What We Do

We focus on your finances, so you can focus on other important things.

Like family, career, home, hobbies, travel… your life.

Foundation Builder → n 1. one who is disciplined, insightful; 2. plans wisely, achieves goals, realizes dreams

Who: Individuals or families with investable assets in excess of $400,000 or net worth greater than $750,000

You know carefully-considered decisions can keep you on track for retirement. You’ve mastered money management principles. Now you’re operating at full speed and not ready to slow down.

Services: Investment Management and Personal Financial Planning includes the services offered in the Pacesetter plan and the following optional services:

• Advisor-led collaborative creation of a Personal Financial Plan
  
• Annual monitoring of plan progress
  
• Option for new plan every three years
  
• No-commission insurance analysis
  
• Review of employer retirement accounts
  
• Optional hard-copy quarterly reports
  

Pricing:*

• Asset-Management Tiered Fees:
  
• 1.10% on first $500,000 plus
  
• 0.90% on next $500,000 plus
  
• 0.85% on next $1M plus
  
• 0.75% on next $1M
  
• Management fees on assets exceeding $3M are negotiable.
  
• Minimum fee of $1,000 quarterly

Income Director → n 1. one who is independent, free to flourish; 2. maximizes assets, enjoys new possibilities

Who: Retirees or those nearing retirement

You want to make the most of what you’ve built, so you can focus on the better parts of retirement life. You recognize your near-term goals are changing and need a different approach.

Services: Investment Management and Personal Retirement Planning includes the services offered in the Wealth Builder plan and the following optional services:

• Creation of an income strategy
  
• Evaluation of pension options
  
• Planning for retirement account distribution
  
• Strategizing social security options
  
• Review of Medicare choices
  
• Cost-planning for long-term care
  
• Estate Planning
• Meeting with power of attorney or successor trustee offered
  

Pricing:*

• Asset-Management Tiered Fees:
  
• 1.10% on first $500,000 plus
  
• 0.90% on next $500,000 plus
  
• 0.85% on next $1M plus
  
• 0.75% on next $1M
  
• Management fees on assets exceeding $3M are negotiable.
  
• Minimum fee of $1,000 quarterly

Legacy Creator → n 1. one who is mindful, strategic; 2. knows preserving wealth is more important than ever

Who: Individuals or families with investable assets in excess of $1.25 M or net worth greater than $2 M

You’ve achieved quite a bit in life and want to preserve what you’ve built. That requires strategic planning for your estate, taxes, retirement, long-term care and more. It also enables you to consider your impact on the people and issues most important to you.

Services: Wealth Management, Personal and Retirement Planning includes the services offered in the Wealth Builder plan and the following optional services:

• Unlimited advisor meetings
  
• Unlimited updates to your plan
  
• Ongoing coordination with your other professional providers (i.e. CPA, attorney, pension consultant, etc.)
  
• Family meetings offered
  
• Waiver of Platform Fee for family
  

Pricing:*

• Asset-Management Tiered Fees:
  
• 1.00% on first $1M plus
  
• 0.85% on next $1M plus
  
• 0.75% on next $1M
  
• Management fees on assets exceeding $3M are negotiable.
  
• Minimum fee of $3,000 quarterly

*Annualized fees are calculated and deducted quarterly for our Core Client Services.

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