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Turn-Key Retainer - Go Flat Fee!

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Our "Turn-Key" Financial Planning Retainer Package is designed for Middle Americans to Help You Keep Your Financial House In Order! Our services include:


  • Goal Development / Setting

  • Portfolio Analysis

  • Annual Tax Preparation & Tax Planning update

  • Estate Planning & Document Preparation   

  • Asset Allocation / Annual re balancing & Investment Implementation

  • Insurance Review

  • Record Keeping / Quicken & Cost Basis

  • Tracking / Budgeting

  • Annual Financial Reviews / Survivor Support & Beneficiary Council


Why just have your taxes prepared when you could sit face to face with a qualified advisor and make a plan? Let's Make A Plan! Contact us to schedule a free initial meeting to learn more.

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