Hire (and keep)
rock stars
rock stars
Offer 401(k) plans and other specialized benefit plans so your company stands out from the crowd.
Tax Planning & Preparation
Tax laws are becoming more complicated every year. Beyond the annual tax preparation, we stay involved proactively year-round to identify tax saving opportunities and explore tax reduction strategies for your personal and business taxes.
Financial Advisory
We help maintain accurate and timely financial records and provide clarity behind the numbers, making the information meaningful for you. We also help design and implement financial and tax strategies, and oversee important details of your personal and business finances.
Enjoy all the services we have to offer for simple and fair pricing
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
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
Accounting services
Full accounting with monthly financial reporting, starting from $750 monthly.
Tax preparation
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
Business (Form 1120/1120-S/1065) – Starts from $3,500
Trust/Estate (Form 1041) – Starts from $3,000
Insurance solutions
Commissions from an insurance company when a policy is placed.
Start your road to financial independence here
Let's get your finances in order. We'll do the heavy lifting.
Financial Advisory
Maintain accurate, up-to-date accounting, and design financial and tax strategies to map out a path to financial independence.
Investment Advisory
Eliminate the noise and build an investment portfolio grounded in time-tested academic research and discipline.
Tax Planning & Preparation
Proactively identify tax saving opportunities and explore tax reduction strategies for your personal and business taxes.
Insurance Solutions
Develop cost-effective strategies to safeguard against unforeseen events that could lead to financial collapse.
Accounting & Advisory
We help maintain accurate and timely financial records and provide clarity behind the numbers, making the information meaningful for you. With reliable insights, you can confidently assess the financial health of your company and make smart business decisions.
Minimize admin work
Managing a 401(k) plan doesn't need to be time-consuming or burdensome. We coordinate all the moving parts, so you don't have to be buried in the details. With high-touch service and modern technology, we can make it simple and easy for you.
Potential for Huge Tax Deductions
Our 401(k) plans are on a fee-only, fully transparent, open-architecture platform with highly evolved technology. They are thoughtfully designed and meant to help you compete with larger employers without extra hassle or cost.
We do things differently, with purpose
Specialist vs. Generalist
Your needs and issues as a business owner are different from those of a typical corporate employee. For starters, the business you so diligently built has monetary value, so it would be worth your effort to monetize it. We specialize in planning for financial independence for small business owners like you.
Boutique vs. Corporate
By design, we built a boutique firm so we can remain intensely personal, nimble, and responsive. This frees us from self-serving corporate interests and agenda that do not align with your interests, so we can focus on needs and issues that are truly important and relevant to you, your family, and your business.
Human vs. Technology
Technology makes our lives easier. But unlike human advisors, it can't feel or understand (or care) about your most important goals or your deeply held values. We personally get to know you, your family, and your business. We take our time to learn what truly matters to you and what keeps you up at night.
Small business owners are unique, so naturally, you need a unique advisor
For example, retirement planning is tricky for small business owners because, unlike your friends who retire from corporate jobs, you can't just walk away from your business. You need to plan your exit years in advance. Work with an advisor who is well-versed in unique needs of small business owners like you.
It's no surprise that people often prioritize workplace benefits when they look for a job.* You can stand out from the crowd in a competitive market by offering well-designed benefits.
* According to a Pew Research survey, 76% of U.S. workers who were surveyed responded employer-sponsored 401(k) or other retirement program is extremely or very important.
Workplace benefits to help you compete with the big guys
All of our plans are thoughtfully designed and meant to help you compete with larger employers without extra hassle or cost. We help you procure a cost-effective plan that meets your business needs and scales along with your growth.
Retirement plans
- 401(k) plan
- Profit sharing plan
- Cash balance plan
- SIMPLE IRA
- SEP IRA
Specialized benefits
- Nonqualified deferred compensation plan
- Supplemental executive retirement plan
- Split dollar plan
- Executive life insurance
- Executive disability insurance