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* Tax-deductible fees

Financial planning consulting fees are tax deductible towards your business. Investment management and financial planning fee deductions are taken as a miscellaneous itemized deduction on your tax return to the extent that they exceed 2% of your adjusted gross income (AGI).

 Flexible Payment Arrangements

Choose a payment frequency that works for you.

Typical payment frequency:
     - Monthly
     - Quarterly
     - Annual

 Payment Types

Convenient payment options include: 
     - Check
     - ACH
     - Bank Debit Card
     - Credit Card (Visa, Mastercard, American Express)

We know that every financial journey is unique. Our financial planning options can be adjusted to address your specific situation. In these instances, our team will work with you to create a tailored service package to meet your circumstances and preferences.

Whether you're navigating the multifaceted world of estate planning involving multiple properties, international assets, or trusts, or wrestling with intricate business scenarios such as succession planning, multi-stakeholder agreements, or major structural changes, our team can assist. We will work with you to develop a concrete strategy and set of services that provides the specialized attention that resonates with your distinctive situation, unifying all aspects of your financial life. 

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