FINANCIAL ADVISORY SOLUTIONS

With our ongoing investment management ($100,000 Minimum Investment) and financial planning processes we stay by your side through the years to help you wisely pursue your financial goals, one step at a time. As life happens we help you make the necessary adjustments to stay on track. We believe that financial planning and investment management is a journey, not a destination.

Tier 1

Investment Management Only
Financial Planning services available for $125 per hour (1 hour minimum)
$100,000 – $300,000 under management

MEETINGS

30 Minute Annual Review via phone or web conference

Financial Planning available for $125 per hour (1 hour minimum)

Values Based Investment Management (learn more >>)

Personal Online Financial Planning Portal (learn more >>)

Investment Risk Assessment (learn more >>)

Tier 2

Investment Management With Foundational Financial Planning
Up to 4 hours of financial planning and advisory services included annually
$300,000 – $500,000 under management

MEETINGS

1 Hour Annual Review In-person, Via Phone, or Web Conference & Additional Optional Check-ins Throughout Year

Up to 4 hours3 of financial planning and advisory services included annually

Includes all of Tier 1 services

PLUS

Net Worth Statement

Financial Guidance

Retirement Planning (learn more >>)

Estate Planning2 (learn more >>)

Tax Planning2 (learn more >>)

Life Insurance Planning

Cash Flow & Debt Planning

Social Security Planning

Company Retirement Plan Review

Educational Funding

Tier 3

Investment Management With Enhanced Financial Planning
Up to 8 hours of financial planning and advisory services included annually
$500,000 – $1,000,000 under management

MEETINGS

1.5 Hour Annual Review In-person, Via Phone, or Web Conference & Additional Optional Quarterly Check-ins

Up to 8 hours3 of financial planning and advisory services included annually

Includes all of Tier 2 services

PLUS

Advice On Major Purchases

Long Term Care Planning

Investment Real Estate Analysis

Planning For Future Expenditures

Creative & Deferred Gifting Strategies (learn more >>)

Planning For Sales Of Major Assets

Planning For Possible Incapacity

Proper Titling & Beneficiary Designations

Tier 4

Investment Management With Comprehensive Financial Planning
Up to 16 hours of financial planning and advisory services included annually
$1,000,000 – $3,000,000 under management

MEETINGS

1.5-3 Hour Annual Review In-person, Via Phone, or Web Conference & Additional Optional Monthly to Quarterly Check-ins

Up to 16 hours3 of financial planning and advisory services included annually

Includes all of Tier 3 services

PLUS

Collaboration With A CPA & Attorney2

Multi-Generational Family Planning (learn more >>)

Personal Document Digitization

Asset Protection Planning

Tier 5+

Investment Management With Comprehensive+ Financial Planning
Up to 24 hours of financial planning and advisory services included annually
Over $3,000,000 under management

MEETINGS

1.5-3 Hour Annual Review In-person, Via Phone, or Web Conference & Additional Optional Monthly to Quarterly Check-ins

Up to 24 hours3 of financial planning and advisory services included annually

Includes all of Tier 4 services

PLUS

Additional hours of financial planning and advisory services included annually

1 Asset management fee discount starts at $2,000,000 portfolio value
2 Third party CPA and attorney fees not included.
3 Additional hours billed at $125 – $250 per hour, depending on the advisor for investment management clients.

0.25% – 0.35% quarterly asset management fee for all solutions1

Financial planning services are not available without investment management

CLICK ON ANY OF THE FOLLOWING TO LEARN MORE ABOUT WHAT WE OFFER

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VALUES BASED

We incorporate wisdom, stewardship, and Christian values into every aspect of our financial planning, advisory, and investment management processes. We believe that wisdom and values are key components of a successful financial plan.

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FIDUCIARY DRIVEN

We believe that our clients’ needs and welfare come first. We are proud to say that we are a fiduciary based firm, meaning that we act as a trusted financial advocate for you. We exist to serve you, not the other way around.

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