Essentials
$149/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