Services For Life’s Stages
Accumulation
Typical ages 30-55
Build wealth
Tax-efficient savings
Children’s college funding planning
Workplace retirement + benefits planning
Stock compensation
Roth conversion opportunities
Financial Independence
Typical ages 50-75
Maintain wealth
Tax-efficient withdrawals
Retirement readiness
Medicare coordination
Social Security claiming strategies
Roth conversion opportunities
Conservation/Distribution
Typical ages 70+
Share wealth
Required Minimum Distributions (RMDs)
Qualified Charitable Distributions (QCDs)
Long-term care planning
Estate planning
Charitable + gift planning
Fees
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Comprehensive Financial Planning
Ongoing, long-term relationship focused on comprehensive financial planning, tax planning, and tax preparation for a flat annual fee.
Our approach has reliably helped clients increase their net worth and acheive their goals.
Each client situation is unique. Your flat annual fee is based on income, net worth, and the complexity of your financial life. Fees are $6,000-$30,000/year and include an open-door policy.
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Financial Fitness Assessment
One-time engagement.
Analysis of your assets + liabilities.
Benchmark of your current financial status + suggested key steps to work towards financial independence.
This does not include investment advice, tax advice/preparation, nor constitute a comprehensive financial plan.
$1,600
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College Planning
One-time engagement.
Assistance in developing a college budget specific to your student + family.
Review of eligiblity for higher education tax credits.
Suggested key steps for smart college funding (without incurring crippling debt).
This does not include investment advice, tax advice/preparation, nor constitute a comprehensive financial plan.
$1,600