Comprehensive and Unbiased
Net Worth Based Fee
Your financial plan is more than just the value of your investment accounts. By billing on net worth we remove many conflicts of interest and clear the path to your financial goals.
Our net worth financial planning fee is inclusive of a number of hours for accounting and tax services. These hours typically exceed the time required to plan, prepare and file annual taxes. In the event additional hours are required, our clients receive a discounted rate on the required tax services.
Tax Hours Included
Personal Tax Return + 5 Hours
Personal Tax Return + 10 Hours
Personal Tax Return + 15 Hours
We grow together
You have a very bright future with needs beyond retirement planning. Whether it's student loan debt, saving for retirement for the first time, or a first time home purchase we have you covered.
Our advice extends beyond stocks and bonds into private real estate, tax planning and private business opportunities.
In order to deliver our level of service to exceed your needs, we've established the Trailblazer Path for growing professionals and business owners. Being mid-career professionals ourselves, we'll work with you for years to come!
|Tax Services Included|
$1,500 / quarterly
Year-end tax plan & personal tax return