Financial Plan Photo(Mod)

Effective immediately, we are offering a Comprehensive Financial Plan at no additional cost to clients who sign up for our Investment Management services. This special offer requires that you have a minimum of $250,000 in assets for us to manage.
Since many financial planners charge as much as $3,000 to $4,000 for a Comprehensive Financial Plan, this is a tremendous value!
The following services will be included in your Comprehensive Financial Plan (if applicable):


  • Retirement planning (both planning for retirement and planning during retirement)
  • College savings planning (including setting up tax-deductible savings plans)
  • Social Security claiming strategies (potentially adding over $100,000 to your lifetime benefits)
  • An evaluation of your current insurance, including life, health, homeowners, auto, umbrella, long-term care, etc.
  • Estate planning
  • Tax planning
  • Gifting strategies
  • Charitable giving strategies
And for as long as you’re an Investment Management client, we’ll update your financial plan once every year – also at no extra charge!
If you would like more details about what’s included in a Comprehensive Financial Plan please click here. Or if you would like to learn more about our Investment Management service, click here.
If you’re interested in taking advantage of this exciting new offer, or if you would like more information, please contact us.