Service with You In Mind
We understand everyone has different needs when it comes to financial planning; We offer flexible payment plans that tailor to your needs. Compensation can be done hourly, by fixed plans, or monthly remittance.
Tax Preparation
& Filing
starting at:
$225
Includes:
- Federal & One State Filing
- Virtual Service Available
-
Billable by Forms
Needed
*Complex tax returns billed at $300 per hour
Financial
Planning
start-up fee:
$4,000
Includes:
- Tax Preparation & Filing
- Cash Flow & Retirement Analysis
- Strategic Plan to Reach Financial Goals
*On-going support for Financial Plan: add’l $3,600 annually. Payments can be structured monthly or quarterly
Wealth
Management
1% AUM
*min $400,000 in assets
Includes:
- Tax Preparation & Filing
- Financial Planning
- Tailored Portfolio Design & Management
*Assets under $400,000 will not include tax preparation & financial planning services
**Click here to view our fee schedule
Tax ⋅ Cash Flow & Budgeting Advice ⋅ Goal Based Planning ⋅ Retirement Planning ⋅ Education Funding ⋅ 401k Asset Allocation Review ⋅ Employee Benefits Maximization ⋅ Wealth Management