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:

• ​​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. ​

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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:

• ​Portfolio design
• Trading and rebalancing
• Performance reporting
• 401(k), cash balance plan, etc.
• Incidental advisory including Roth conversion, distribution planning, etc.​

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Tax preparation

Fixed pricing quoted in advance.

​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.

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Insurance solutions

Commissions from an insurance company when a policy is placed. ​

Services include:

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