See which Flat-Fee Plan Fits you in 45 Seconds
Grow – $3,000/year
You’re advancing in your career while balancing family and lifestyle priorities. You want expert guidance for life’s biggest financial decisions, like maximizing your take home pay through smart tax planning, protecting loved ones with the right safeguards, and building wealth through disciplined accumulation and investment management. This is the ‘smart autopilot’ plan for busy professionals with a primary goal of building wealth.
Thrive – $6,000/year
You’ve built meaningful wealth and want expert guidance for life’s next biggest financial decisions, like preserving and growing your portfolio, planning for retirement income to last, and managing concentrated stock positions with tax efficient strategies. This plan is designed for successful individuals who want clarity and confidence, knowing their investments are managed with care in the background.
Retire Well – $9,000/year
You’re retired or preparing to retire in the next few years, with meaningful wealth to protect and manage wisely. You want to make the most of Social Security and Medicare, use smart tax strategies, ensure your money lasts throughout retirement, and support your family and the causes that matter to you. This is a straightforward, concierge style plan designed to give you clarity and peace of mind for the years ahead.
Service | Grow $3,000 | Thrive $6,000 | Retire Well $9,000 |
Fee Lock Guarantee Once you join a tier, your current fee locks for life | |||
No Commissions No Percentage Fees 100% Transparency | |||
Annual Review Meeting(s) | 1 | 2 | Unlimited |
Unlimited Texts & Calls: Anytime life happens | |||
Ongoing Investment Management & Rebalancing | |||
Tax Loss Harvesting | |||
Tax Planning | Essential | Grow + Multi-Year Strategies | Thrive + Legacy Tax Planning Prior Year Tax Review |
Workplace Benefits and Insurance Review | Essential workplace benefits review Essential life & disability check | Grow+ Full workplace benefits review Long term care & annuity review | Thrive + Insurance coordination & agent support |
Debt Management / Student Loan Strategies | |||
Education Planning | |||
Inherited Account Tax Rules & Strategy | |||
Retirement Income & Withdrawal Strategy | Essential | Thrive + Fully tax-optimized and dynamic spending plan | |
Direct Indexing | |||
Concentrated Stock Positions Planning | |||
Roth Conversions | |||
Social Security (Best age to file, Spousal Analysis, Survivor/Divorce) | *Support when speaking to Social Security office if desired | ||
Charitable Giving Strategies | |||
Family Legacy Planning |
Calculate Your Savings in 30 Seconds 20 Minute Discovery Call