| Services | Includes | Estimated Cost |
| Investment Analysis | Risk Tolerance Confirmation Recommended Asset Allocation IRA Review 401k Review Non Qualified Plan Review | $2500 |
| Insurance Analysis | Review of all types of insurance available, including life, property, liability, health, and long term care. | $1500 |
| Budget Creation/ Debt Counseling | We will help you construct and live on a budget as well as put together a plan to manage and ultimately eliminate your debt. | $1000 |
| Comprehensive Financial Plan | Includes all of the above and estate planning review. | $3500 |
| Income Tax | Preparation of Income Tax Returns | Varies by client and complexity of tax return |
| Income Tax | Tax Planning | $200/ hour |
| Investment Asset Management | $0-$250,000 .375% $250,001 - $500,000 .250% $500,001 - $1,000,000 .1875% $1,000,001 - $2,000,000 .1625% $2,000,001 - $5,000,000 .1375% Over $5,000,001 .1125% **Fees shall be calculated and payable quarterly. |
