Unique Solutions for Extraordinary Clients
We developed a trademarked retainer-based plan customized for our clients to cover all aspects of your wealth management-planning journey. We call it our Milestone Clarification ProcessTM (MCPTM ). It is a layout of meetings with specific milestones leading you to your long-term goals. This unique retainer-based program does not require assets to be managed by us or products to be bought by you.
Learn More Start a ConverstationFeatured In
What We Do
Services we provide to our clients
SOS
Wouldn’t you like to know if you are on the right financial path? Schedule your Second Opinion Service meeting, and speak with an experienced advisor. The only cost is your time – the results could be invaluable. Great things start with a conversation.
Who We Help
Who we help profiles
National
A network for wherever you are
Do not let the fear of living out-of-state stop you from finding an advisor. Thanks to technology, we engage many clients using virtual software without ever needing to meet in person. After all, we hold licenses in over 15 states. That’s why we like to say “Changing the way financial advice is delivered-from virtually anywhere”.
Licensed States
- California
- Colorado
- Delaware
- Florida
- Illinois
- Kentucky
- Louisiana
- Maryland
- North Carolina
- New Jersey
- Nevada
- New York
- Ohio
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Virgina
Who We Are
Team-led relationships
We have a wealth of experience working with everyone from retirees to entrepreneurs. Many of our clients have been working with us for more than two decades.
Top 12 benefits of Retainer-Based Planning.
There are several differences between standard fee-based advisors and retainer-based clients, some that people don’t even think about. Check out the top 12 benefits of retainer-based planning!
Download Whitepaper