Straightforward and transparent pricing
Our pricing is clearly spelled out and easy to understand, so there are no surprises.
Get your financial house in order
Our advisory services are designed to address your most important financial goals and to help you achieve financial independence.
Enjoy all the services we have to offer for simple and fair pricing
Financial advisory
Fixed pricing, starting from $1,500 monthly.
Services include:
Services include:
- Full accounting with monthly financial reporting
- Financial analytics to measure your progress
- Tax planning
- Financial planning
- Incidental business advisory
Accounting only service starts from $750 monthly.
Investment advisory
Pricing based on the percentage of the assets that we manage.
1.25% on assets to $500,000
1.00% on assets between $500,001 and $5,000,000
0.75% on assets between $5,000,001 and $10,000,000
0.50% on assets in excess of $10,000,000
Services include:
1.25% on assets to $500,000
1.00% on assets between $500,001 and $5,000,000
0.75% on assets between $5,000,001 and $10,000,000
0.50% on assets in excess of $10,000,000
Services include:
- Portfolio design
- Trading and rebalancing
- Performance reporting
- 401(k), cash balance plan, etc.
- Incidental advisory including Roth conversion, distribution planning, etc.
Tax preparation
Fixed pricing quoted in advance.
Tax preparation and filing services for:
Tax preparation and filing services for:
- Individual (Form 1040) – Starts from $2,500
- Business (Form 1120/1120-S/1065) – Starts from $3,500
- Trust/Estate (Form 1041) – Starts from $3,000
Pricing will be adjusted down for a simple tax return.
Insurance solutions
Commissions from an insurance company when a policy is placed.
Services include:
Services include:
- Risk and needs analysis
- Carrier due diligence
- Income and estate tax analysis
- Product selection
- Policy design
- Underwriting
- Policy issue and delivery