Financial Planning Services

Initially, you will meet with our team of investment professionals. Then your personal Financial Consultant will guide you through the process and assist in establishing long term goals that are meaningful, suitable and specific to meet your unique financial needs.

The planning process encompasses:

  • Establishing and Defining the Client-Planner Relationship
  • Gathering Client Data
  • Analyzing and Evaluating your Information
  • Developing and Presenting Recommendations and/or Alternatives
  • Implementing the Financial Plan
  • Monitoring the Financial Plan
This interactive process and on-going relationship allows you to create a flexible financial plan tailored to your individual needs. You will work closely with your Financial Consultant, and the more effectively we can communicate with each other, the more personalized and precise your Financial Plan will be.

Services Include:

Retirement Planning
  • Qualified Rollovers (401-K, IRA)
  • Asset Positioning
  • Income Planning
Personal Strategies
  • Wealth Accumulation
  • Educational Funding
  • Charitable Giving
  • Budgeting
  • Risk Assessment and Management Planning
Estate Planning
  • Value Calculations
  • Estate Transfers and Estate Splitting
  • Trust Planning
  • Family Governance


We give our clients the flexibility to engage us as they feel most comfortable. An initial half-hour to hour meeting will be provided for free.
Subsequently, planning can be provided on an hourly basis for $100.00 per hour, or $300.00 for a complete financial plan.


We are happy to work with our clients' attorney, CPA or other professionals to coordinate our planning efforts. We can also refer our clients to tax and legal professionals that we trust and respect.