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Investment Services

Our mission is to empower people to maximize their financial potential and be the trusted financial partner they are looking for.

Financial planning is a journey, not a destination.

Our Done With You Strategies: Flat Fee Packages

Get Started Investing

Ideal for those investing less that $250,000

  • Investing cash in your bank account
  • Investing your 401(k), 403(b), IRA, and Roth IRA







$1,500

Consultation Hours: 3

Full Details

Everyday Investor

Ideal for those investing between $250,000 and $1,000,000

  • Investing cash in your bank account
  • Investing your 401(k), 403(b), IRA, and Roth IRA
  • Evaluate your current investments
  • Review and recommend new investment options




$3,000

Consultation Hours: 5

Full Details

Investor Plus

Ideal for those investing more than $1,000,000

  • Investing cash in your bank account
  • Investing your 401(k), 403(b), IRA, and Roth IRA
  • Evaluate your current investments
  • Recommend new investment options
  • Review alternative investment options
  • Evaluate tax-efficient investment opportunities


$6,000

Consultation Hours: 8

Full Details

Our Done For You Strategies: Ongoing Investment Management

Client Centered

Ongoing investment management can be a suitable option for those who want to spend less time managing their investments. Our advisors will proactively manage your portfolio while evaluating and implementing new investment strategies.

Ongoing management includes:

  • Portfolio analysis and rebalancing
  • Risk analysis 
  • Capitalization on new, emerging trends
  • Tax-loss harvesting
  • Quarterly performance review and strategy meetings 


Full Details

Schedule a Call to Learn More


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