Broker Check


We want clients who are seeking a long-term relationship with a financial advisory services firm. It is essential that our clients be engaged in their financial future, partnering with us to reach their financial goals.  While investment performance is important, we are paid for financial success throughout your life. Our client experience includes (but not limited to):

  • Goals and objectives review
  • Custom analysis of risk tolerance
  • Asset allocation review and portfolio rebalancing
  • Due diligence of selecting the investments and/or the managing strategists we employ for our clients.
  • Meet with managers and investment companies to understand their process and performance. 
  • Cash flow and budget review
  • Tax and cost-basis reporting
  • Risk management/Insurance Analysis -  Life Insurance, Long Term Care, Variable Annuities
  • Retirement expense and income analysis.
  • Help you navigate Medicare and Social Security benefits.
  • Comprehensive Financial Planning/Retirement Planning (Additional fees may apply)
  • Work through life events; marriage, children, job changes, home purchase, college planning, divorce, death of a parent or the loss of a spouse.
  • Work with CPAs and estate attorneys.
  • Review your will and trusts (if applicable), so that your wishes are represented correctly and carried out after you are gone.


Advisor Fee Schedule

Tier Range

Advisor Fee (%)

$0 - $2,000,000


$2,000,000 - $5,000,000


$5,000,000 - $10,000,000


$10,000,000 - $25,000,000


Over $25,000,000