Public Service
Public service employees like yourself spend your careers helping others. Our goal is to make sure you are taking care of yourself, your family, and your goals. While comprehensive financial planning covers all aspects of an individual's financial life, we make sure to take an extra focus on the key areas below.
How to Work With Us
You choose how you want to work with us. Whether you only want a deferred compensation investment strategy, an in-depth financial plan, or ongoing investment management, we meet you where you are.
Deferred Comp Investment Strategy
$30 per month - includes market updates
Financial Planning Only
One-time fee for an in-depth plan covering all areas of your life
Investment Management
Annual fee based on account balance we manage. Can include financial planning.