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

  • A Roadmap for Your Family

    A letter of instruction has no formal legal status, but it could be just as important as a legal will to help settle an estate.

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Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 23,163.04 +0.02
Dow Jones Transportation 9,886.51 -0.13
Dow Jones Utilities 747.86 +1.11
Nasdaq Composite 6,605.07 -0.29
Nasdaq 100 6,092.62 -0.36
NYSE Composite 12,380.32 +0.08

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