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:

$200

Includes:

  • Analysis Of All Deductions
  • Audit Protection
  • Virtual Service Available
Get Started


Comprehensive Financial Plan

starting at:

$3,000

Includes:

  • Tax Planning and Preparation
  • Identification of Financial Needs
  • Establishment of Specific Objectives
Get Started

*On-going support for Financial Plan: add’l $200 per month

Wealth
Management

1% AUM

*min $300,000 in assets

Includes:

  • Tax Preparation & Filing
  • Financial Plan
  • Zero Commissions
Get Started

*Assets under $300,000 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