Our Services
Tactical Level
"Mission Ready"
Objective: Execute core tasks with clarity and discipline.
Best For: People starting their financial journey or needing a focused review.
Includes:
- One-time financial readiness assessment
- Review of benefits and entitlements
- Basic retirement strategy (TSP, pension, IRA/401(k) rollovers)
- Budgeting and debt management plan
- E-mail support for 30 days post-session
Operational Level "Strategic Support"
Objective: Coordinate multiple elements for mid- to long-term success.
Best For: Individuals and families seeking proactive planning and ongoing support.
Includes:
- All Tactical services, plus:
- Customized financial plan (insurance, tax, estate basics)
- Annual income planning and investment strategy
- Ongoing benefits optimization
- Quarterly check-ins and adjustments
- Secure client portal access (eMoney)
Strategic Level "Command & Legacy"
Objective: Lead with foresight, build lasting impact.
Best For: High-net-worth individuals and those planning multi-generational legacies.
Includes:
- All Operational services, plus:
- Multi-generational estate and legacy planning
- Tax-efficient charitable giving (e.g., donor-advised funds)
- Business succession or military-to-civilian wealth transfer strategies
- Direct coordination with legal, tax, and insurance advisors
- Priority scheduling and 1 to 1 concierge service
How we are compensated
Fair and Transparent
- Your total cost includes platform (program) fees + your advisor's ongoing support and planning
- Commissions are only earned on non-managed assets (insurance, annuities, etc.)—never double-dipped