7900 E Union Ave
One time Initial charge of $2,000
Depending on the complexity of the project the cost may be higher
Clients maintaining a managed account for 1 year or more receive a discount toward Financial Planning fees
When acting in the best interest of our clients, an insurance strategy sometimes makes sense. We do not limit the scope of our practice by excluding these strategies. Insurance companies generally have only commission based products. When using an insurance strategy we will receive the commission, which will be fully disclosed to you and we will not make any additional charges for that product.