Get your financial house in order

Our advisory services are designed to address all of your financial goals and help you achieve financial independence.

Enjoy all the services we have to offer for simple and fair pricing

Business financial advisory

Starts from $1,500 monthly. Includes:

• ​​Full accounting with monthly financial reporting
• Financial analytics to measure your progress
• Business and personal tax planning
• Business and personal financial planning
  
• Incidental business advisory

For bookkeeping only (without planning and analysis), pricing starts from $750 monthly. ​

---

Tax preparation

Fixed pricing quoted in advance.

• Individual (Form 1040) – Starts from $2,500
  
• Business (Form 1120/1120S/1065) – Starts from $3,500 
  
• Trust/Estate (Form 1041) – Starts from $3,000 ​
  

For very simple tax returns, pricing will be adjusted down accordingly. ​

---

Investment advisory 

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
• Accumulation and distribution planning
• Roth conversion
• 401(k) plan, cash balance plan, and other company retirement plans

---

Insurance solutions

Commissions from insurance companies when policies are placed. ​

Services include:

• Risk and needs analysis
• Carrier due diligence
• Income and estate tax analysis
• Product selection
• Policy design
• Underwriting 
• Policy issue​