Investment for Financial Peace of Mind
Simple, transparent flat-fee pricing
Comprehensive Service. All clients receive comprehensive financial planning, retirement planning, investment management, and ongoing tax planning — regardless of asset level.
When we say we're committed to transparency, to saving you money, and to being true financial planners — not salespeople — we mean it. Our flat fee is a reflection of the values we stick to.
Here's how our flat fee benefits you
The simplest approach
One fee. No commissions, no percentages, no uncertainty about the incentives behind the advice. Your cost doesn't rise just because your portfolio does.
Real value as your savings grow
1% may not sound like much, but it adds up. On a $1M portfolio, a 1% advisor charges about $10,000 every year — and more as your portfolio grows.
Our fee stays flat.Fewer conflicts, more objectivity
When an advisor earns commissions or a percentage of your assets, their pay is tied to what you buy and how much you invest with them. A flat fee removes that — so every recommendation is about your retirement, not our revenue.
See what your plan would look like — free.
Before you pay anything, get a free Retirement Action Plan and see exactly how we'd help.
Get my free Retirement Action Plan No cost, no obligation, no sales pitch.