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