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

Personal Financial Planning

Fixed pricing quoted in advance based on the scope and complexity of each project. Usually $4,000 to $5,000 for a comprehensive financial planning project, which involves creating a detailed financial plan to address your retirement, estate, and other financial goals.

---

Accounting and Tax Solutions

Full accounting + tax planning:
Starts from $1,500 monthly. Services include:

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

 
Tax preparation and filing (federal + up to 1 state):  
Fixed pricing quoted in advance. 

• Individual (Form 1040) – Starts from $1,500
• Business (Form 1120/1120S/1065) – Starts from $3,000 
• Trust/Estate (Form 1041) – Starts from $2,500 ​​​​

---

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:

• Risk assessment
• Portfolio design
• Trading and rebalancing
• Performance reporting
• Accumulation and distribution planning
• Roth conversions
• Investing children's accounts
• Company retirement design, setup, and management

---

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​