We provide clear, transparent pricing so you always know what to expect before meeting with us.
Here’s an overview of our pricing structure:
Meetings, assessments, and initial plan
Feel free to meet with us to discuss your goals and situation knowing there will be no upfront cost to you.
We'll customize a plan based on your needs and priorities for you to review, think over, then review again.
There's absolutely no pressure. You can move at your own pace, and on your own terms.
If you choose to implement one of our plans
Fees and commissions are determined by your plan and the products within it.
- Retirement income plans - We are paid commissions on insurance and annuity financial vehicles, and the amount will be disclosed in writing before you commit.
- Portfolio and investment strategies - These plans will be subject to applicable investment management fees that will be clearly outlined before you move forward.
If you decide not to move forward with us at this time
If you decide you don’t like the plan and do not move forward with it, there’s no cost or obligation to you at all.
We'll be happy to revise your plan until you feel it suits your needs. Or, you can choose to work with another firm.
No questions asked, and no fees for our time spent meeting with you or developing your plan.
Have questions? We're here to help.