Our Planning Services

We begin by scheduling your "Engaging Meeting" followed up by your "Explore Meeting".  These two meetings are often combined in the same meeting, which provides us the opportunity to learn more about you and your needs, while at the same time, provides you the opportunity to learn more about how I can help you.  Together we explore your needs, goals and objectives and create a “Designed Plan” that is specifically designed for you.

Through this process we thoroughly discuss your situation, make recommendations, answer any questions you may have all the way through to the "Implementation Meeting".      

Your financial planning will be an ongoing process where we continuously “Manage” the plan for you and you will certainly want to have periodic check- ups to ensure you stay on track with your plan.  These check- ups are at least annually and can be more frequent if you so desire.   

With any plan you choose our mission remains the sameProvide independent, and objective advice.  With the advantages of competent, professional planning we seek to empower our clients to make the best financial and investment decisions possible.

The financial planning fees (fees) described below may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Voya Financial Advisors, Inc. (VFA) and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control. 

Preliminary Plan: 

Premier Plan: 

Prestige Plan: 

Specialty Plan:

Our Basic Plan

Closer to a real time financial consultation includes:

Cash Flow Statement Generating a Net Worth Statement

Budgeting Including Major Purchase Decisions

Individual Savings Goals

Insurance Planning

Health Care Projection with Long Term Care Needs Analysis

Social Security Planning

Risk Tolerance

Plan Reviews

Plans start at: $375

 

Our Most Popular! Everything in the Preliminary Plan PLUS:

Asset Allocation

Retirement Accumulation Planning

Retirement Income Planning

Qualified Plan and IRA Distribution Analysis

Retirement Social Security Benefit Analysis and Planning

College Planning and Funding Choices

  

 

 

Plans start at: $500

 

Our Most Comprehensive! Everything in the Premier Plan Plus:

Estate Planning and Gifting Strategies, Implementation and Management

Plans start at: $750

 

Specialty Planning Services:

Business Planning Services

Special Needs Planning

Executive Planning with Stock Options and Deferred Compensation Evaluations

Divorce Planning

Investment Planning

Estate Distribution Services

 

 

 

 

 

Plans start at: $750