Our Services & Fees

We partner with individuals and families seeking an ongoing relationship that integrates comprehensive financial planning with investment management. We provide continuing guidance as your life, goals, and finances evolve.

Financial Planning

$1,000 to $10,000* annually

Trust & Estate Planning – Collaborating with your estate law team to ensure that your plan aligns with both financial goals and legal requirements

Risk Management – Helping you maintain comprehensive insurance coverage while minimizing risk and liability across all areas, including Property & Casualty, Life & Health, Disability, and Long-Term Care

Employee Benefit Planning – Making the most of workplace benefits like 401(k)s, 403(b)s, Deferred Compensation, HSAs, stock options, and insurance

Cash Flow & Debt Management – Organizing income and expenses to manage spending, save efficiently, and reach short-term goals

Retirement Planning – Evaluating current finances, estimating future needs, and building a plan to help you achieve financial independence

Education Planning – Saving and investing wisely to fund your children’s or grandchildren’s future education

Tax Planning - Coordinating with your tax professional to legally minimize tax liability and maximize after-tax income, both now and in the future

*The financial planning fee is based on complexity, and is not a standalone service

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Investment Management

All services in Financial Planning, plus:

Investment Advice

Portfolio management

Performance reporting

*Blended fee scheduling

Assets Invested

Annual Fee*

$0 – $1,000,000

1.00%

$1,000,001 - $2,000,000

0.75%

$2,000,001 - $10,000,000

0.50%

$10,000,000+

0.30%

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Working with hyland lake partners

Our Initial Wealth Management Process

An overview of what to expect:

The Initial Meeting (60 – 75 Minutes)

Client information gathering
Review of Financial Planning and Investment Advisory Services
Review of disclosures along with Advisory Agreements and fees
Discuss next steps and determine if we are an excellent fit for your needs

Preliminary Financial Plan Review Meeting (75 Minutes)

Held within four weeks of the signed Financial Planning Agreement
Data and pertinent information are gathered prior. Examples include:

Legal Documents
Insurance Policies and Employment Benefit Statements
Financial Statements
Tax Returns

Review draft of custom Financial Plan

Financial Plan Delivery Meeting (75 - 90 Minutes)

Held within two to four weeks after the Preliminary Financial Plan Review Meeting
Investment Advisory Agreement signed
Implementation of the Financial Plan starts

Estate Planning
Risk Management
Cash Management
Retirement Planning
Education Planning (if applicable)
Tax Planning

Mid-Year Financial Planning Review Meeting

Scheduled for six months after the implementation of the client model retirement portfolio
Review of Financial Plan implementation
Further implementation actions created

Ongoing Planning Service

Semi-Annual Meetings
Annual Financial Plan update and review
Annual retirement portfolio rebalancing