Our Services Our Selection of Financial Services Whether you need advice on a specific financial issue or need assistance with a comprehensive planning, we can put together a road map for your specific goals, implement the plan, and monitor its progress. Common areas of advice: Lifestyle Goal Planning Wealth Management Investment Portfolio Analysis Retirement Analysis Insurance Analysis Estate Planning Tax Planning Risk Management Cash Management College Planning If you are in need of limited financial planning advice, you can obtain our services á la carte for $300 an hour, but we feel you'll find greater value in our all-inclusive program. Active Investment Management Program ("AIM") is our comprehensive wealth management program. It includes the cost of the plan, a custom investment portfolio, plan implementation, on-going monitoring of plan and corresponding investments, on-going advisory services, discretionary portfolio adjustments using a Tactical Asset Allocation approach, annual client meetings, quarterly performance reports and market commentaries. Our fee is 1% per year on assets under management. To participate in our AIM program, there is a minimum household/relationship size of $400,000. Complimentary Consultation We realize everyone's financial situation is different and the most effective way to address your concerns is by conversation. That's why we offer a Complimentary Consultation. We want to get to know you and find out how we can help you on your journey to financial independence. It's also a good opportunity for you to meet us and learn about the services we provide. The best time to get started is now. We would enjoy the opportunity to help you!