We admit we haven’t yet smashed
a series record for ratings.
However, we have won our
share of service awards.
The Five Star Award, the largest and most widely published award program in the industry, recognizes service professionals who provide quality services to their clients. We've got two of them under our roof: Paul Muller, our founder, has been a recipient of the award for seven straight years, and our Managing Director, Jason Ellis has received the award three times.* While it’s nice to receive awards, the are more important reasons as to why you should work with us. Just scroll down for more.
If at any time during the planning process, you aren’t 100% satisfied with our service, we'll refund 100% of your advice and planning solution fees. Guaranteed.
Unlike many traditional retirement planning firms, you’ll know exactly what you’re getting for the money you are paying. Our plans start at just $49/month (scroll down for pricing).
We have the technical know-how to provide you with a disciplined approach to planning your retirement—with the emotional guidance you need.
For starters, we don't sell any proprietary products. In addition, as an independent firm, we act as a fiduciary and are held to a higher standard than advisors that work at banks and brokerages (this basically means we’re here to provide advice—not be salesmen who sell you products).
|Advice & Planning Fees Every client chooses one of our advice and planning solutions. The monthly fee for each solution is discounted by 25% when you choose to implement with us. First payment is due upon initial engagement and there is a commitment period of 12 months.||$49per month||$199 per month||$749 per month|
Fiduciary Investment Services
(Implementation Fees) This service comes at an additional cost and is priced according to the dollar value of the investments we implement on your behalf. Implementation fees are billed quarterly and can be paid directly from your investments. Please note that implementation often involves several components—not just investments. For example, insurance coverage may play an integral role. While we'll help implement these pieces, related expenses aren't included in our advertised implementation fees.
|1.25% of your investment||0.95% of your investment||0.65% of your investment|
|100 for 100 Guarantee We aren't in the business of having unhappy clients. Therefore, if at any time during the planning process you aren't 100% satisfied with our service, we'll refund 100% of your advice and planning solution fees.|
Click here for a PDF for details of Core, Select & Total Vision solutions.
The objective? A simple 15-minute call to identify if we’re a good fit for your retirement goals. If so, we’ll then (with your approval) schedule a more in-depth face-to face meeting.