How We Charge For Our Services

Our Fee Based Arrangement

You are buying wisdom, experience, and the ability to navigate financial markets through economic changes

Non-Biased Recommendations

  • Quarterly Reviews at your convenience
  • Planning based on your entire financial picture
  • Concierge Service
  • Significant effort and time invested in getting you from where you are, to where you want to be
  • We listen to your worries and concerns, and develop custom strategies

Services

  • Cash flow and budgeting
  • Money management solutions
  • Portfolio x-ray
  • 401(k) analysis
  • Business and estate planning included
  • Access to resources outside our scope of planning: tax specialists, attorneys, and loan/debt specialists

Our Commission Based Arrangement

  • Planning is based on a single need
  • We are compensated only on solutions we implement for you
  • One meeting per year is included

Newsletters

  • Medicare Open Enrollment

    The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,071.72 +0.21
Dow Jones Transportation 11,305.41 +0.38
Dow Jones Utilities 682.77 -0.17
Nasdaq Composite 7,336.38 +0.55
Nasdaq 100 6,834.33 +0.34
NYSE Composite 13,384.46 +0.51

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.