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
0.85% fee

0.85% Fee
Annually for
What You
Invest

No Commission

No Trading
Fees