Investment Services
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 For You Services: Ongoing Investment Management

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
Our Done With You Services: Flat Fee Packages
Get Started Investing
Ideal for those investing less than $250,000
- Investing cash in your bank account
- Investing your 401(k), 403(b), IRA, and Roth IRA
$2,000
Consultation Hours: 3
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
Copilot
Ideal for those investing more than $1,000,000
- Investing cash in your bank account
- Diversifying investments in your brokerage account
- Investing your 401(k), 403(b), IRA, and Roth IRA
- Evaluate your current investments
- Education and evaluation of institutional investment offerings
- Recommend new investment options
- Evaluate tax-efficient investment opportunities
$6,000
Consultation Hours: 8