Basic
Financial Solvency
$1200

  • General Investment Plans  (Portfolio Design and Construction)

  • Reducing Debt and Optimizing Cash Flow strategies 

  • Setting up an Emergency Fund

  • Life Insurance  

  •  UTMA and 529’ accounts for children

  • Set Up Retirement Accounts 

  • 1-time Annual Follow Up 

Secure the Bag
$2500

  • Includes Basic Financial Solvency Plan 

  • Maximizing Retirement accounts

  • Optimizing Employee stock planning (executive vesting options, 401k and 403b plans)

  • Long term care consulting 

  • Annuities 

  • Student loan refinancing

  • Mortgage refinancing consulting 

  • Simple and SEP IRA accounts for small business

  • Access to Networking Consulting 

  • Basic estate planning 

  • Bi-annual follow-up 

  • Yearly Retainer

Financial Freedom

Please contact us directly for a quote.
  • Includes "Secure the Bag" financial plan

  • Tax advantage investing

  • Reducing financial footprint 

  • Offshore Tax Harvesting 

  • Estate planning 

  • Trust and Charitable organizing 

  • Diversification-  (Art, Real Estate, Crypto, Infrastructure, Private Equity, Hedge funds)

  • Quarterly follow up 

  • Access to IPOs

As financial planners, we understand that available cash flow is always a present concern. Please don’t let any price you see here discourage you from reaching out to the team. We have very affordable payment options that fit into any budget.