Our Comprehensive Wealth Management and Financial Planning service is designed to provide a personalized approach to securing your financial future. We utilize eMoney, the premier financial planning software, to design a tailored plan for our clients' unique situation. This service is provided at no additional cost to our Asset Management clients. It is also available to those who desire advice on a one-time or stand-alone basis. 

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Levels of Service:

1. Specialty Plan / Flat Fee for Service – Address a specific issue in the areas of investment management, tax planning, retirement planning, estate planning, and risk management (insurance analysis).  Fees range from $1,000 to $5,000.

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2. Comprehensive Financial Plan – Fees range from $5,000 to $10,000.

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3. Hourly Consulting - $250 per hour – Nick Walker; $350 per hour for Warren Isenberg; $450 per hour for Scott Walker.