Meaningful Support
Comprehensive Management
Fiduciary advice delivered remotely and in-person
Simple approach
A registered investment adviser firm committed to providing quality advice at a fair price. Fiduciary services of investment management, financial planning, and small business consulting with the flexibility to meet you online or travel to your home or office.
Dedicated to your financial success
A fee-only business model eliminates commissions and puts your objectives at the forefront. All of your appointments are held confidentially with private communication and individualized summaries.
In-person and remote meetings
Convenience above all – you’re covered with digital and home and office meetings. We’ll travel to you or meet over the web for your convenience.
Services designed for you
Financial Planning & Consulting
$1,000
Initial Plan
Thoroughly organize your finances using powerful technology and get personalized advice and guidance to fit your needs.
Fiduciary relationship
Web & mobile applications
Account aggregation & organizing
Goal development
Progression tracking
Budgeting
Cashflow analysis
Financial statements & projections
Tax planning
Investment policy statement
Retirement planning
Education planning
Insurance strategy with risk analysis
Estate planning & mapping
Real estate
Business analysis
Inheritance & windfalls
Debt management
Discount referral code to Trust&Will for estate planning documents
Comprehensive Portfolio Management
$125+
Monthly
Automate the day-to-day investment decisions across all of your household’s accounts, ensuring proper alignment with your customized financial plan.
Fiduciary relationship
Waived personal financial planning & consulting services fee
360° portfolio: Discretionary management of all household brokerage, retirement, annuity, and insurance accounts
Tailored portfolio designs
Investment due diligence
Quarterly rebalancing
Monthly performance reporting
Daily monitoring and alerts
Client Types for All Services
Individuals
Accredited investors
Families
Businesses
Charitable organizations
Trusts and estates
Pension and profit-sharing plans
Small Business Retirement Plans
Contact for pricing
New & Existing Plans
Employer sponsored retirement plans typically consult the services of a recordkeeper, third party administrator, and registered investment advisor.
New Plans
Fiduciary relationship
Complete start-up walkthrough
Most plans launch under 30 days
Most plans launch for less than $500 up-front costs
Payroll integrations save time and work
1 on 1 Participant education
Qualified default investments
Reporting
Existing Plans
Fiduciary relationship
Plan consultation and thorough assessment
Advisor-only change
Complete plan redesign (recordkeeper & TPA)
1 on 1 Participant education
Qualified default investments
Reporting
Community Financial Literacy
Free
No cost or commitments
We believe financial literacy is a basic human right. Our mission is to engage with your community to provide education, access to personal financial planning technology, and other resources to help families succeed.
Simple online enrollment
Web & mobile applications
Guided learning experience
Progression tracking
1 on 1 check-ins
Discount referral code to Trust&Will for estate planning documents
Fundamental Topics
Organization
Budgeting
Emergency savings
Debt management
Retirement savings
Education savings
Seminars Available
2 hour length
Financial Literacy Fundamentals
Financial Literacy for Retirees & Pre-Retirees