Our Services

Whether you are just getting started or have been saving for years, our Lifetime Enrichment Acceleration Program (LEAP) provides financial freedom at every level of net worth.

Stage One

KICK START

Assets: $0 – $40,000
Annual Cost: $200 (one-time only)

Kick Start Manual
Access To Our Team

Stage Two

Hands On

Assets: $40,000 – $100,000
Annual Cost: 1% of assets, min. $500

Kick Start Manual
Access To Our Team
Asset Management

Stage Three

Tailor Made

Assets: $100,000 – $200,000
Annual Cost: 1% of assets, min. $1,500

Comprehensive Financial Plan every other year
Access To Our Team
Asset Management
Phone Review every 6 months

Stage Four

Home Stretch

Assets: $200,000 – $350,000
Annual Cost: 1% of assets, min. $2,500

Comprehensive Financial Plan every other year
Access To Our Team
Asset Management
Quarterly Reviews
Retirement Enrichment Program

Stage Five

Enriched Life

Assets: $350,000+
Annual Cost: 1% of assets, min. $5,000

Comprehensive Financial Plan every other year
Access To Our Team
Asset Management
Quarterly Reviews
Retirement Enrichment Program
Financial Planning Website
Credit Protection Program
Tax Prep
Estate Planning Documents

One Time Services

Hourly service – Any financial or retirement project billed on an hourly basis. Hourly fee: $200/hr.
One-Time Comprehensive Financial Plan – Our full comprehensive financial plan that is completed for you. We guarantee your satisfaction and approval of all recommendations. If you don’t like it, we’ll fix it, guaranteed. $2,500 one-time.

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