We conduct a comprehensive financial interview to determine the best route for your financial future. We'll pinpoint your risk tolerance and retirement confidence while we work closely with you to understand your goals, values, current financial status, and income needs.
We’ll develop a plan or proposal that will be presented to you, outlining recommended income, savings goals, strategies, and benchmarks we’ll measure.
We will select the tools and resources needed to implement your strategy and to help meet your unique needs and goals.
You will have 24/7 access to your financial plan and aggregation. We’ll regularly meet to review the progress of your plan against benchmarks and changes in your life, then make adjustments as needed.
Basic
$395 + 69/mo (1yr)
Complementary after $150K in managed assets
- Intake Overview
- Data entry into Envestnet MoneyGuidePro
- 24/7 Access to Financial Plan & Aggregation
- Outside Asset Review
- Insurance Needs Analysis
- Live Seminar Tickets (1 per year - Client's Choice)
- Email & Phone Access to Dedicated CFP (2 per year - 15 minutes)
- In Office Plan Review - 90 day Wellness Check + 1 per year
- Retirement Confidence Monitoring (1 per year)
Premium
$1999 + 125/mo (1yr)
Complementary after $300K in managed assets
- Intake Overview
- Data entry into Envestnet MoneyGuidePro
- 24/7 Access to Financial Plan & Aggregation
- Outside Asset Review
- Insurance Needs Analysis
- Unlimited Access to Expertise Video Vault
- Social Security Optimization
- Employer Plan Review
- Stock Option Review
- Employer Benefit Review
- Beneficiary Review (1 per year)
- Roth Conversion Analysis
- Live Seminar Tickets - Unlimited
- Invitations to Exclusive Client Events
- Tax Return Analysis & Integration
- Email & Phone Access to Dedicated CFP
- In Office Plan Review - 90 day Wellness Check + 2 per year
- Retirement Confidence Monitoring (4 per year)
- RMD Service
- Tax Efficient, Sustainable Income Distribution Planning
Julia
Brufke Wenger
Julia is a Certified Financial Planner®, Chartered Financial Consultant®, IRS Enrolled Agent, & holds a Bachelor of Accounting from Villanova University and Master of Science in Financial Services degree from The American College of Financial Services. She has served as a specialist contributing to the Wall Street Journal, Journal of Financial Planning, Advisor Today, SmartCEO Magazine, & many other publications.
Anthony
Nicolai
With over 20 years in the financial services industry, Anthony uses his experience with insurance, retirement plans, income planning, & portfolio design to help individuals & businesses achieve their financial goals. He graduated from Towson University with a bachelor’s degree in finance.
Sean
Osborn
Proud graduate of the Fox School of Business at Temple University, where I honed my passion for Finance. Hold the prestigious title of Certified Financial Planner (CFP®), embodying my commitment to excellence and ethical financial planning. I’ve embarked on a rewarding six-year journey in the financial services industry, where each experience has been a stepping stone in my professional growth.
Derrick
Arnold
Derrick is a very passionate advisor who is dedicated to providing relevant advice built around you. From a young age, after speaking with his great grandfather who immigrated from Italy, Derrick decided that he wanted to devote himself to helping others achieve financial stability for their families. With experience in portfolio management, trust and estate planning, insurance and risk protection he will continue to provide the expertise you and your family need to achieve your financial goals.