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Fee-Based Financial Planning

When you want a financial plan built with your goals and interests put above all else, it’s a good time to engage one of our fee-based financial advisors.

We’ll be transparent about what our planning services will, and will not include, so you’ll know exactly what you’re getting upfront. And when it comes to the cost of our services, we’ll let you know upfront about that, too.

Under this fee structure, your advisor will act as a fiduciary, so they have a legal and moral responsibility to place your interests first. They’ll work with you to understand your unique circumstances and provide expert guidance in the creation of your personalized financial plan.

If it makes sense for you, your advisor’s role can go beyond planning to help you find the best insurance products, brokerage, advisory and/or private client platform solutions to put your plan into action.

Making smart decisions about your wealth, whether you want to grow it, protect it or both, starts with a broader perspective and sound thinking. Here’s our unique way of thinking when it comes to helping you make important financial decisions.

Reach your new level of financial confidence

We approach financial planning differently. Not only can we help you grow your money, but also help protect everything you’ve worked so hard for—so your finances can take you further.

Planning Graphic

The planning process consists of four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.

  • Protection strategies
  • Wealth accumulation
  • Managing tax strategies
  • Optimizing retirement
  • Leaving a legacy
  • Charitable planning