Discovery Session

In an initial discovery session, our goal is to learn as much as we can about you and the legacy you wish to leave.

We discuss your basic financial and investment needs and give suggestions, in addition to performing a full assessment of your personal statements.

At the end of the meeting, you will have a better understanding of your fees, risk tolerance, whether you're on track to meet your goals, and whether or not your current investments are suitable.

 

Signature Small Business Advantage

We utilize specific consulting strategies when working with entrepreneurs, and small to mid-sized businesses.

We take a detailed look at your entire business including its financial landscape to develop strategies that might help the business run more effectively and efficiently.

We will also work diligently with owners to understand their brand, values, and objectives; and will talk through ideas for cultivating a financial strategy tailored to the business.

 

comprehensive analysis

We take a comprehensive review of your Qualified Retirement Plans such as 401(k), Profit Sharing Plans, other Defined Contribution Plans or Defined Benefit Plans. We will work with you to understand your life style and financial goals.

We will construct a plan review; financial education understanding, plan design, investment policy review, and the overall plan efficiency.

.

Signature Consultation

Our Basic Consultation combines our discovery session with a review of your current financial and investment plan. Our goal is to get to know who you are and take appropriate steps to make sure your current portfolio is meeting your needs.

Depending on the complexity of the portfolio, if further review and evaluation is needed, it will be discussed during the meeting. 

A high level review of your current financial situation beginning with company 401K's, Roth and Traditional IRA's, brokerage accounts, insurance, and other related assets and investment accounts.

The check-up also includes the creation of a retirement & savings strategy, along with any possible insurance needs.

Great way to update your current financial plan!

 

insurance peak

This engagement can be as simple as reviewing a single current policy to let you know its strengths and weaknesses, followed by a recommendation on how much insurance you need and the most advantageous type of insurance for your situation. 

On the opposite end of the spectrum, it can be as complex as advising on the insurance needs for a buy-sell agreement for a small business with multiple owners or incorporating life insurance as part of an estate plan. 

All prices are based on the complexity of the business. Combining other insurance policies may reduce cost. We recognize these are very broad ranges because individual situations vary.

The best way to get an idea of the costs for your particular needs is to call or schedule an initial consultation. 


Fees per session can vary based on complexity of financials and investment account size. Fee schedule is available upon request.