1%* Assets Under Management

The full-service package that begins by laying out your complete financial picture, and identifying your goals and what matters most to you. From there, we build a simple to implement plan to ensure your goals become your reality, and a portfolio of investments that's designed to withstand the test of time. Services include (not limited to):

• Financial Plan
• Retirement Projections
• Review investments, pensions and employer benefits
• Risk assessment
• Cash flow analysis
• Investment management
• In-depth Annual Meeting
• Updates and reviews as needed

* Reduced fee structure above $1,000,000 household AUM.

$895* + Tax

If you enjoy managing your own investments, or have most of your assets in employer plans/pensions, and you're looking for clarity on your retirement, a fixed fee option might perfectly suit your needs.

Instead of a small reoccurring monthly fee that comes out of your investments, this option consists of a one time fee. Services include (not limited to), everything in Fee Only Financial Planning excluding investment management.

* First year fee, reduced subsequent year fee available.

Provides financial protection for your loved ones in the event of your death. It pays out a lump sum or regular payments to your beneficiaries, ensuring they can cover expenses like mortgage payments, education costs, and living expenses, helping to secure their financial future.

Offers a lump sum payment if you're diagnosed with a specified serious illness, such as cancer, heart attack, or stroke (to name a few). This financial support can be used to cover medical expenses, lost income, or necessary lifestyle changes, allowing you to focus on recovery without financial stress.

Provides income replacement if you become unable to work due to injury or illness. It ensures you continue to receive a portion of your salary, helping you to manage daily living expenses, maintain your lifestyle, and cover ongoing financial commitments during your period of disability.

Offers a range of insurance and non-insurance benefits offered to employees by their employer. These can include health insurance, retirement plans, dental and vision coverage, and wellness programs. Employee benefits help attract and retain talent, improve employee satisfaction, and promote overall well-being and productivity.

Whether you’re a first-time homebuyer, hoping to switch to a better rate or looking to refinance high interest debt into your mortgage, we strive to deliver personalized advice to help find your best mortgage options, secure competitive rates, and simplify the mortgage application process.

Start your mortgage process here.