Our fee structure is designed to accommodate our client’s varying needs. We offer the following fee arrangements:

Financial Planning clients -We offer a fixed fee for the development of a comprehensive plan.

Situational Planning Project or Portfolio Review - We bill our services on an hourly basis in accordance with an estimate provided to the client in advance.

Clients whose investments we manage - Our fee is based on a percentage of the assets under management.

We also offer our clients the choice of a variety of life and long term insurance products from several highly-rated companies and receive a commission on any products selected by our clients.