Low cost, low miniumum Financial Planning services
We offer our customers a "one stop" experience, bringing together all of the professionals (legal, tax, insurance, trust, accounting, divorce planning, etc.) to help you in the areas of your Financial Wellness. We offer extremely competitive pricing, with several price structures so clients can chose the structure that best fits their needs. Because of our cost containment, we are able to offer lower fees, thus enabling "middle america" to benefit from the same services that have only been feasible to the wealthy in days past. We offer both Personal and Business services. Business services include Group Insurance Plans, Rollover 401K, Controller, Consulting, Exit Strategies for employees, etc.
Keywords: Finance, Financial, Financial Planning, Tax, Accounting, Legal, Trust, IRA, 401K, Certified Financial Planning, Group Benefits, Investment Banking, Insurance, Philantropy, Wealth Preservation, Retirement Planning, Retirement, Life Insurance, exit strategies, group plans, life insurance, health, disability, divorce planning,