Broker Check

Financial Planning

You’ve heard those words before: “Comprehensive Financial Plan.” Do you have one?

We believe it is important for our clients to be healthy in all areas of their financial life. This includes five key areas of financial planning: investment planning, retirement planning, risk management, estate planning, and tax planning. We like to review these five areas and, using WealthVision (a program powered by eMoney), your personal financial planner can show you what your financial health picture looks like.

Investment Planning: We will review your current investment statements and, based on your goals or financial situation changes, identify opportunities for improvements.

Retirement Planning: Confidence is knowing you will be comfortable in retirement. We specialize in the fundamentals of your future retirement, including retirement plan rules, income needs, and cash flow.

Risk Management: It’s important to protect yourself. We can help you navigate the world of insurance—life insurance, long-term care insurance, disability insurance, and property and casualty insurance—so you, your family, and/or your business are not at risk from any of life’s unforeseen events.

Estate Planning: There are three places your wealth can go when you die: charity, family/friends, or the government. Let us help you plan accordingly so your assets go where you want them to.

Tax Planning: We work closely with our clients’ CPAs with the common goal of reducing tax liability. This can be attained by deduction planning, capital loss harvesting, reducing taxable income, and year-end planning strategies.

Financial Planning Packages


 Get organized and set a course for your financial plan

Meetings: Initial planning meetings and annual Review

  • Portfolio Analysis
  • Retirement Plan Allocation Assistance
  • Risk Tolerance Assessment
  • Retirement Savings Planning
  • Behavioral Financial Coaching
  • Goal Monitoring
  • Employee Benefits Planning
  • Personalized recommendations
  • Online financial portal
  • Risk and Insurance analysis
  • Basic Estate Planning


Essential Plan: Fully evaluate and prioritize your finances.  

Meetings: Initial Planning Meetings, Annual Review and Semi- Annual Check-in Calls

Essential Services Plus:

  • Detailed-Cash Flow Planning
  • Life Transition Planning
  • Retirement Income Strategies
  • Social Security & Medicare
  • Education Funding
  • Tax Planning Strategies


Take complete control of your financials 

Meetings: Initial Planning Reviews and As-Needed check in calls and reviews.

Advanced Services  Plus:

  • Advanced Investment Solutions
  • Wealth Transfer Scenarios
  • Family Financial Education
  • Stock Option Analysis
  • Charitable Giving
  • Business Planning
  • Complex Trust & Insurance Strategies

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Initial Plan/Set-up: $1,500

Initial Plan/Set-up: $2,500

Initial Plan/Set-up: $4,500

Ongoing Financial Planning & Consulting

After your financial plan is delivered, continue to engage with us to monitor, update, and implement your financial plan for a reduced on-going annual fee starting at $2,000. If you choose to invest  with us and meet our minimum assets under management ($500,000), ongoing financial planning fees are waived.