Essentials
$125/mo
Family Plan
Values & Vision
Debt Planning
Savings
Projections
College
Education
Planning
Will / Health
Directives
Start up Entrepreneur
$295/mo
Everything in
Essentials
Employee
Benefits
Planning
Insurance
Planning &
Recommendations
Estate Planning/
Create Trust
Access to
Legal & Tax
Specialists
Social Security
Maximization
Roth Conversion
Planning
Business
Structure
Established
Entrepreneur
$600/mo
Exit Planning/
Optimization
Business
Consultation
Planning
(Buy/Sell)
Tax
Minimization
Key Employee
Benefits &
Compensation
Planning
Business
Valuation
Cash
Optimization
R&D Tax Credit
Valuation
Family Office
Custom
Alternative
Investments
Trust Services
Multiple
Businesses
Tax Return
Services
Multigenerational
Wealth
Planning
Advanced Asset
Protection
Strategies
Asset Management
Fee Varies Depending on Portfolio Size and Complexity
No Commission
No Trading
Fees
