Integrative Advisory Services For You

All the planning you need to achieve growth, stability, and long-term success.

Total Financial Advice:
Separate, Sophisticate, and Synchronize

We look at everything for you.

• Advanced personal, business, and estate financial planning to secure everything you value.

• Estate and Exit Planning Document Prep.

• Investment management for both personal and business.

• Investment advice for alternative asserts, real estate, and business.
  
  Flat Fee Service Plans $24,000 a Year.

Separated Financial Advisory Services For You

Tailored financial solutions for small business owners to achieve growth, stability, and long-term success.

Business Finance Advice

Financial Planning to align your business goals with objectives for sustainable success.
Flat Fee Service Plan $6,000 a Year, Paid Monthly.

Personal Finance Advice

Advanced personal financial planning to secure your future while supporting your business.
Flat Fee Service Plan $6,000 a Year, Paid Monthly.

Investment Management

For those with $500K to 2M in net worth.
Usually need $250K Invested for this to make sense,
otherwise a few hours of advice charged hourly is better.

For $6,000 a year: paid monthly:
No commissions, no hidden fees, just great value.

• Personal Investment Management

• Total Asset Map of all Wealth

• 1 Advanced Investment Planning Topic : Real Estate APOD, Cryptocurrency, Alternative Investment

Business Accelerator

From Vision to Results Without the Guesswork
You’ve got the ideas. We help integrate.
Coaching, planning, and strategy so you can:

• Get clear on what you want

• Build a plan to make it happen

• Stay focused and follow through

Simple tools. Smart support. Real progress.
For $6,000 a year: paid monthly:

While this does include Digital Assets, Core Trust, Video Will, and Ethical Will Packages, it:
Does not include 3rd party Attorney Fees from advanced strategies., nor can it include Complex Entity or Governance Planning.

For $12,000 one time: can be paid monthly:
No commissions, no hidden fees, just great value.

• Total Assets In Motion Map to See it

• Asset Protection Initial Analysis

• Legacy Planning Video and Documents: Letters of Intent, Ethical Wills

• Coordination with Appropriate Financial, Legal, and Tax Professionals

• Estate Planning Document Prep: Last Will & Testament, Revocable Living Trust,

  Durable Power of Attorney, Advance Healthcare Directive / Living Will, HIPAA Authorization, Beneficiary Designations (IRA, 401(k), Life Insurance), Trust Funding Documents, Business Continuity Instructions

• Integration Alignment:
  Ensure Titling & Beneficiaries Align With Plan
  Integrate Buy-Sell Agreements & Continuity Plans
  Coordinate with Business Structures ,
  Gifting Strategies & Family Limited Partnerships

Legacy, Estate, Asset, Protection L.E.A.P. Planning Coordination

Core Estate Planning Coordination

While this does include Digital Assets, Core Trust, Video Will, and Ethical Will Packages, it:
Does not include 3rd party Attorney Fees from advanced strategies., nor can it include Complex Entity or Governance Planning.

For $6,000 one time: can be paid monthly:
No commissions, no hidden fees, just great value.

• Total Assets In Motion Map to See it

• Legacy Planning Video and Documents: Letters of Intent, Ethical Wills

• Coordination with Appropriate Financial, Legal, and Tax Professionals

• Estate Planning Document Prep: Wills, Revocable Living Trust, Durable Power of Attorney, Advance Healthcare Directive / Living Will, HIPAA Authorization, Beneficiary Designations,Trust Funding Documents