Our Fees and Service Model
✅ You want a firm that measures value delivered, not sales metrics.
✅ You want a firm that specializes in RETIREMENT PLANNING, not generic financial advice.
✅ You want a transparent fee that aligns with your goals – not Wall Street’s.
You’re in the right place.
We will help you maximize your retirement income, minimize lifetime taxes, and stress less about money. All for one transparent fee.
🛑No third party kick backs.
🛑No commissions.
🛑No product pushing.
What do we charge?
*Fees are debited quarterly from the investment accounts we manage through Charles Schwab.
*There is a $1k onboarding fee that will be debited during your initial billing cycle.
*We have a minimum fee of $10k/year, and therefore we encourage a minimum total portfolio value of $1million.