We are primarily a fee-based retirement and tax planning wealth management practice. Our fees depend on the level of assets we manage and are calculated as a percentage of those assets.

In our opinion it only makes sense to hire a financial planner or any professional if the value they provide exceeds the fee they charge. In other words, the time and effort saved by hiring an expert + the tax savings + the potential investment returns + the guidance, support and peace of mind provided must exceed the fees being charged.

Your Living Plan that we review with you will clearly quantify the benefits you will receive and outline the costs associated in working with our practice. The first step is to book a no obligation phone call to determine if we might be a good fit to working together.