Our Services

 

Current pricing quotes are in effect through August 31, 2014 and are subject to change thereafter. Remember, our fees may be tax-deductible to you.

If you sign up for any of our services, you will have the opportunity to invest in our very low cost highly diversified model portfolios at Charles Schwab to help implement our recommendations, if you wish. We will take care of any re-balancing that may be required and keep you up to date on performance and market conditions by means of periodic communication and you will even get a chance to speak to the investment manager if you want. There is no minimum balance for this service. It is intended to complement to our financial planning services.

In addition to the offerings outlined above, we are also proud to offer gift packages of financial planning services to others to celebrate various life events, such as college graduations, weddings, new homes, retirement, new jobs, new kids etc.  For more information and pricing of our gift packages, please click on the link below.