Our Fees
Tax Planning
Tax Reduction Strategies
- Review IRS Form 1040
- Identify tax deductible options
- Medicare IRMAA planning
- Roth conversions
- Tax loss harvesting
- Asset location recommendations
- Carry-forward credits
- Beneficiary IRA distributions
- Charitable giving strategies
Tax Planning Fee:
$500
Financial Planning
Organize
- Gather and organize all financial data
- Document storage with eMoney®
Analyze
- Prioritize goals and objectives
- Conduct a detailed analysis
- Assess any unnecessary risks
- Create Action Plan
Plan
- Present applicable strategies
- Retirement funding analysis
- Social Security optimization
- 401(k) and benefits review
- Insurance / Long-Term Care
- College funding - Implement the recommendations
- Coordinate with CPA & Attorney
- Plan evolves plan as life progresses
Financial Planning Fee:
$350+ / monthly
Investment Management
Fiduciary Standard
- Determine your Risk Number®
- Prudently diversified portfolios
- No commissions
- No transaction fees
- Low cost investments - Portfolio minimum: $500,000
- Includes Tax Planning module
- Includes Financial Planning module - Fiduciary duty to always put clients'
interest first
Advisory fee:
1.25% max