Start with the planning you need.

Notes

1. Planning is personalized to your situation. The strategies analyzed depend on what we identify during the engagement. Planning fees do not include tax return preparation, bookkeeping, payroll, legal services, retirement-plan administration, or ongoing investment management.

2. The review begins after the agreement is signed and your records are received, and the fee is due before work begins. If you cancel before the review starts, the fee is refunded in full. Further services require a separate agreement and fee. No result is guaranteed.

3. The $1,000,000 investment minimum is generally applicable but may be negotiable depending on the scope and circumstances of the relationship.

4. Your actual fee is established in your advisory agreement and may vary based on the services provided, assets involved, and complexity of the relationship. Advisory fees are generally billed quarterly. Client assets remain with an independent qualified custodian.