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Investment Services & Financial Advice

Here is what we do specifically:

Strategic Investment Management

Social Security Strategies

Retirement Planning

Medicare Planning

College Savings Strategies

Estate Planning

Retirement Income Management


$0 - $500,0001.25% annually
$500,001 - $1mil1.00% annually
$1mil - $2mil0.75% annually
$2mil - $3mil0.60% annually
$3mil - $4mil0.50% annually
$4mil and up0.30% annually

Fees include investment management AND financial planning services.

*please refer to form ADV for full fee disclosure*