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Our Planning Services

We believe in a Holistic Approach to planning is the best way to achieve our clients ultimate goals and objectives. This planning process consists of the following:

1. Understanding our client’s personal and business circumstances through engaging meetings in which we gather pertain information about our clients.

2. Analyze that information.

3. Identifying, select & prioritize potential goals, noting the effect that selecting a particular goal may have on other goals.

4. Analyze our client’s current course of action and potential alternative course(s) of action.

5. Develop the appropriate plan with selected recommendation(s) specifically designed for each client.

6. Presenting the proposed plan recommendation(s)

7. Implementing the final proposed plan recommendation(s). We identify and analyze actions, products, and services designed to implement the recommendations.

8. Monitor progress and update success

9. Manage the plan for our clients through periodic and regular check-ups to ensure clients stay on track with their plan.

With any plan you choose, our mission remains the same: Provide independent and objective advice. With the advantages of competent, professional holistic planning we seek to empower our clients to make the best 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:

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: $1295

Premier Plan:

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: $2095

Prestige Plan:

Our Most Comprehensive!

Everything in the Premier Plan PLUS:

  • Estate Planning and Gifting Strategies,
  • Implementation and Management

Plans start at: $2295

Specialty Plan:

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: $2295

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