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
