Expertise and a Fiduciary Duty to Help You

- Live the Life You Love^® -

Core Analysis

Lay the Foundation

Foundations
Personal Financial Planning
Cash Flow Analysis
Capital Accumulation
Real Estate Analysis
Mortgage / Debt Analysis
Account Consolidation

$2,397

Comprehensive

Live the Life You Love^sm

(Core Plus ... )
Retirement Planning
Semi-Retirement Planning
Investment Planning
Employer Plans (401k/401a/403b)
Insurance Analysis
Lines of Credit Analysis
Personal Tax Planning
Education Planning
Charitable Planning
Estate Planning

$3,697

Complex Projects

The “Eek” Factor

(Comprehensive Plus ... )
Employer Sponsored Plans
Key Man Insurance Plans
Succession Planning
Entity Tax Planning
Rental Real Estate Analysis
Change of Tax Home
Sale of Commercial Property
Sale of Business
Generational Asset Transfer
Corporate Tax Planning
Business Financial Planning
Financial Statement Analysis
Compensation Structure
Corporate Structure

$9,997+

Investment Advice

Fiduciary Management

A Fiduciary Duty
Specific Investment Advice
Clear and Pragmatic
Consistent Communication
Discretionary Management
Post Modern Portfolio Theory
Leading Professional Research
Institutional Class Access
Third Party Custodian
No Commissions
Active & Passive
ETF's, Stocks, Bonds
Mutual Funds

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