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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 Solutions: 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




$2,500

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 Solution: Ongoing Investment Management

Client Centered

Ongoing investment management is the right 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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