Financial Planning Based on Your Needs

Our Services

 

Comprehensive Financial Planning

We create a custom plan based on your needs, put the plan into action, and conduct annual reviews to help you stay on track. This plan includes rebalancing and fund management. This plan is for our busy clients who see the value in working with a Financial Professional and do not want to take on the responsibility of researching and implementing their own investment programs.

  • Full Plan with Financial Advice and Implementation

  • Asset Allocation

  • Tax Management / Tax Efficient Investment Strategies

  • Roth Conversions

  • Risk Management

  • College Planning

  • Estate Planning

  • Insurance

  • Distribution Planning

    $1500 for initial plan set-up + % of Assets Under Management Annually

 

Second Opinion Plan Reviews

We will review your existing plan to make sure you are on track to meet your retirement goals.

  • Review your Existing Plan

  • Discuss goals and make sure plan is still on track

  • Existing Asset Allocation Review

  • Risk Management

  • Tax Management

  • Review Life Changes such as children, marriage, college, retirement, etc

Hourly Charge |  $250 / hr |  Most Detailed Reviews take approx. 5 hours

 

Hourly Consulting

We review your existing plan or help you create a new one. We think of this as our Get To Know You Plan. This is for our DIY clients that want to implement their own investment plan based on our recommendations.

  • For those that want to manage their own Portfolio

  • Asset Allocation Review

  • Tax Management Strategies

  • Estate Planning Questions

  • Insurance

  • Review life changes

  • Advice based on your needs and goals, not just your total assets

Hourly Charge |  $250 / hr |  Most Detailed Plans take approx. 5 hours

Monthly Payment Plans available with Minimum 12 months contract based on how often you would like to meet and review

 

Business Plans

  • Self-employed & Independent Contractors

  • Small Business Plan Reviews

  • 401 (k) Plan Reviews

  • Meeting ERISA Requirements in your 401 (k) plan

  • Step 1

    Initial Phone Review, Get to know each other meeting and find out about your goals

  • Step 2

    Gather Current Assets Statements, Insurance Documents, and other important Financials

  • Step 3

    Review and Analyze data, Work Together on a Plan

  • Step 4

    Implement Plan and Review to Stay on Track. A Review Annually Or for any major life changes like children, retirement, college

“We aim to break down the complicated world of finance to help you feel confident in your decisions.”

— Alan Sweeten, M.S.,CFP®

Questions before getting started? Get in touch.