Financial Planning

Personal Financial Website Overview


To create a plan, you need help from a guide that will get the job done.  Accumulating wealth is a journey and it takes persistence and focus.  Arriving at your target destination can mean a better life and security for you and your loved ones.  Depending on your needs, our office will design and implement a plan to help you achieve your goals.  

The following items are often and not always included:

  • Retirement planning
  • Tax reduction strategies
  • Cash flow planning
  • Estate and charitable gift planning
  • ROTH conversions
  • Investment planning
  • Equity compensation planning 
  • Insurance planning
  • Employee benefit planning
  • Social Security optimization

Our standard plan fee for most financial plans will range from $1,250 - $5,000. Certain plan fees may be greater than this due to the complexity of the respective financial situation.  Our hourly advice fee is $125 per hour.