To identify and achieve my financial goals based on current habits and projected wealth growth

1. Identify goals & analyze financial habits 
2. Create & review potential solutions
3. Decide on & implement desired plan
4. Review progress & update plan as needed

• One Time Fee: $0 - $1,995
• Monthly Fee:  $95 - $295

To utilize efficient investment strategies for my risk tolerance and financial goals

1. Client risk tolerance discovery
   
2. Custom portfolio design based on investment time horizon
3. Automatic rebalancing
4. Ongoing reviews to adjust as needed

Advisor Fee:

• Under $1MM: 1.00%
• $1MM - $2MM: 0.75%
• Above $2MM: 0.50%

Third party fees and expense ratios may apply and are dependent on portfolio design

To protect my assets/income and secure my financial future

1. Calculate coverage needs
2. Educate on options
3. Implement desired solution
4. Update coverage as needed

• Complimentary review of existing coverage
• No fee to client - compensation provided by insurance carrier for assistance

To implement a retirement plan through my business in order to fund retirement for myself and my employees

1. Analyze company census & projected contribution amount
2. Review retirement plan options & implement desired plan
3. Review profit sharing annually if applicable

Advisor Fee:

• Under $10MM: 0.50%
• Above $10MM: 0.25%

Service Provider Fees (Third Party Administrator & Recordkeeper) will vary by plan