Pricing + Services

 
 

Group Benefit Consultations are complimentary.

Insurance Consultations are complimentary.

Financial planning fee-for-service starts at $250/hour.

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Complimentary Consultation Topics:

  • Group Benefits (Health & Dental, Disability insurance)

  • Owner Benefits (Key Man insurance, Buy/Sell coverage)

  • Employee Benefits (Health Spending Account or PHSP)

  • Insurance and Risk Management

  • Charitable Giving/Legacy Giving

  • Estate Planning (insurance)

  • Education/College Funding (current clients)

  • Investments (current clients, no mutual funds)

Fee-for-service planning (initial consult always free):

  • Retirement Planning

  • Cash Flow Expense Planning

  • Money coaching

  • Small business owner financial planning/coaching

  • Education/College planning (new families)

  • Other financial planning goals

Referrals for:

  • Mutual fund investments

  • New investment accounts

  • Accounting/bookkeeping services

  • Legal considerations (wills, incorporation)