Our Capital Management Service is our most comprehensive service. It offers investment management "plus" and is best suited for clients with portfolios of $750K or more.

                                               Capital Management Service

 Our Capital Advisory Service is an annual service designed to address the major areas of financial planning (goals, debt management, cash flow, employee benefits, tax planning, insurance needs, and estate planning) as well as portfolio design/management during semiannual meetings with an advisor.  This service is currently closed to new clients (12/31/2011).

Our Financial Consulting Service is an hourly service (2 hour minimum at $300/hr) for clients seeking assistance with specific planning issues exclusive of investment plan design or specific investment recommendations.  This service is currently closed to new clients (5/18/2011).

Click here for a more detailed description and pricing of these services.