Services
Pricing
Investment Management
- Periodic Reviews - at least annually – varies based on needs and life stage
- Thousands of investment options from leading investment companies
- Access to 14 Asset Managers
- Insurance products available
- MYBlocks DIY Financial Planning tool
- Referrals to tax planning, estate planning and student loan professionals
| Assets Under Management | Annual Rate (%) |
|---|---|
| First $500,000 | 1.33% |
| Next $500,000 | 1.13% |
| Over $1 Million | 0.93% |
Financial Life Planning - $995*
Complementary with assets under management of $100,000 or more and for participants of employer based retirement plans that I service.
- Goal Planning
- Investment Planning
- Retirement Planning
- Insurance Review
- Education Planning
- Budgeting/ Cash Flow Review
- Employee Benefits Review
- Review of Pension Options
- Social Security Planning
- Estate Planning
- Net Worth Calculation
- Debt Review
- Tax Planning
- Mortgage Planning
- Financial Inventory Organizer
*Cost may be higher for complex plans.