Financial Foundation Service

We believe that a financial plan is a backbone for good financial decisions. It also allows us to review not only your financial information but gives us insights into your goals and aspirations. A plan may include but is not limited to the following topics:

Understanding Goals & Financial Vision

Reviewing your investment portfolio and asset allocation

Risk Management

Retirement/Income Planning

College and Education Planning

Tax Strategy

Employer Benefits 

Estate Planning

Proper Cash Flow Management

Cost: Plans we have done for clients range from $1,600 up to $5,000 if the complexity warrants it. Half of the planning cost is due at the time of engagement with the remaining being due when the plan is presented.