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

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 27,110.98 +3.15%
Dow Jones Transportation 9,872.96 +3.11%
Dow Jones Utilities 826.52 +1.53%
Nasdaq 100 9,824.39 +2.02%
NYSE Composite 12,641.44 +2.88%

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.