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


Get started today