Check Out the Price List of Our
Wealth Management Plans

Essentials

Essentials

$149/Month
  • Family Plan
  • Values and Vision
  • Debt Planning
  • Savings Projections
  • College Education Planning
  • Will/Health Directives
Start-Up Entrepreneur

Start-Up Entrepreneur

$295/Month
  • Everything in Essentials
  • Employee Benefits Planning
  • Insurance Planning and
    Recommendations
  • Estate Planning/Create Trust
  • Access to Legal and Tax Specialists
  • Social Security
  • Maximization
  • Roth Conversion Planning
  • Business Structure
Established Entrepreneur

Established Entrepreneur

$600/Month
  • Exit Planning/Optimization
  • Business Consultation Planning (Buy/Sell)
  • Tax Minimization
  • Key Employee Benefits and Compensation Planning
  • Business Valuation
  • Cash Optimization
  • R&D Tax Credit Valuation
Family Office

Family Office

Custom
  • Alternative Investments
  • Trust Services
  • Multiple Businesses
  • Tax Return Services
  • Multigenerational Wealth Planning
  • Advanced Asset Protection Strategies
Asset Management

Asset Management

  • Fee Varies Depending on Portfolio Size and Complexity
  • No Commission