What Do Our Services Cost?

There is no charge for our initial meeting. We want to listen to you and determine if we can help reach your dreams. If we decide to work together we will sign a contract for services which will specifically state our fee.

For investment advice and management our fee is an annual percentage of the money invested. The highest percent charge is 1.5% for small accounts under $10,000 and the percentage goes down for larger accounts. We cap our fee at $8,000 per year for accounts in excess of $696,000.

Most of our clients have us withdraw our fee directly from their investment accounts. Under current laws our fees are tax deductible for most clients.

Financial planning fees are either a flat rate or hourly rate. Many of our clients have us manage their investments and provide financial planning. In these cases we waive the financial planning fees and only charge for investment advising.


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Three Simple Financial Maxims

Spend a little, Save a little, and Give a little.

Spend a little – live within your means. My old boss, Jack Norris, use to say “It is not the high cost of living that is a problem but the cost of living high”. Track where you spend your money. There are several programs available out there for free to help track your expenses. Part of a comprehensive financial plan is developing a household budget. Contact us for help and advice.

Save a little – pay yourself first is the best way to accomplish long-term savings. Have a systematic way of saving either through a payroll deduction or an automatic sweep from your bank account. Just saving $1 or two for every 10 dollars you make will change your life. Again, contact us and we will help you set up a long-term savings program.

Give a little – to those you love or the causes you love. When you give others your time, talents, and treasure you feel better. Make giving automatic just as you would savings. Most churches and charitable organizations will set up automatic giving through your bank account or charge cards. Strategies for giving can be an important part of retirement planning and estate planning. Talk to us about how this might be of benefit to you and your favorite organization.

Spend a little, Save a little, and Give a little..

Wes Shannon, CFP®



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