Broker Check

Services & Pricing

How We Work

Our firm specializes in helping individuals and families with financial strategies to reach their goals. Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many financial challenges today. We focus on money management, as well as other issues that are critical to your financial well being. We offer two types of fee structures: Percentage of Assets Managed & Monthly Subscription 

Investment Management

1% annual fee of assets managed.

IRAs (Traditional, ROTH, & SEP)

Trust Accounts

Joint and Individual

Mutual Funds / ETFs

Best of Both

Greater of Asset Managed or Financial Planning fee.


Financial Planning

$250 - $1000 per month depending on complexity

Retirement Plans

Real Estate Analysis

Tax Strategies

401(k)/403(b) Planning

College Funding Plans

Estate Plans

Insurance Protection Review

Digital Assets

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  208.254.0888