Fees are billed quarterly based on assets under management at the household level, including family members.

Your advisory fee covers financial planning across all four areas: retirement and cash flow, tax planning, estate and protection, and investment strategy, including ongoing investment management.

Tax preparation will be available through our affiliate, Sum Zero Tax (availability planned for 2027), for a separate flat fee.

Where commissionable insurance or annuity solutions are the better choice for your plan, we may receive compensation from the issuing carrier.

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