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Non-Fee Based Services

We understand that not everyone is looking for a financial plan or more complex wealth management solutions.  For those clients just looking to put in place insurance coverage, set up an IRA, or start an education savings account, we offer assistance without a planning fee*. 

*While we may not charge a planning fee for assisting clients with these services, we may receive a commission as compensation depending on the services provided. 


If you're not ready to build a financial plan, but would like to understand your options for protecting your loved ones with life, disability, or long-term care insurance?  We can assist you if finding the right coverage and company that suits your needs.


Are you interested in starting to save for retirement, but aren't quite ready to build a financial plan? We can help you set up an individual retirement account.

529 College Savings Accounts

Would you like to start saving for your child or grandchild's education?  We can help you set up a 529 college savings account.