Expertise You Need.
Service you deserve.
Money management is an in-depth and complex process, and we take the responsibility very seriously. Our goal first and foremost is to gain your trust from the very beginning so you can sit back, relax and feel good knowing everything is taken care of.
Throughout our partnership, we hope to provide you with the confidence you need to focus less on your income and investments and more on enjoying your retirement.
Our financial planning services include:
We’ll guide you through every step of the process so you can feel excited about your new chapter. Through ongoing education and assistance, you’ll get the objective advice and guidance you need to exit the workforce with ease.
Who gets what? What goes where? Do I need a trust? These are just some of the questions we’ll help answer as you draft these documents with your attorney. For every term, we’ll inform you of any financial implications so nothing falls through the cracks.
We’ll review your investments and provide additional options that suit your unique objectives, timeframe and risk tolerance to help make sure every dollar gets you closer to reaching your goals.
Our partnership with Crump Life Insurance gives us access to some of the largest carriers of fixed insurance plans and fixed and immediate annuity products, giving you more choices as you navigate your retirement.
With every financial decision comes small or substantial tax implications. Because of this, we will always evaluate any potential tax consequences before advising you to spend or invest your hard-earned money.
What It Costs
Assets Under Management (AUM)
$500k - 1M
$1M - 2M
$10k flat fee + .3%