Who We Serve

Our Advice-Only Financial Planning Process is a comprehensive review of your financial situation and our recommendations are only as good as the information provided. In these Strategy Sessions, we’ll meet 3 times over 3 months to prepare a Plan, Implement, and Follow Up on the progress of the financial goals.

After our initial meeting, we will prepare a Financial Action Plan with specific steps to focus on and then present those recommendations to you to implement. Our last follow-up meeting will review everything that was implemented. Advisory Services offered through Portfolio Medics LLC a SEC Registered Investment Advisor

One-Time Planning Fee is Based on Complexity Ranging from $4,000 to $6,000. *Hourly Advice is Available Only to Those Who Have Paid the One-Time Planning Fee in Previous 3 Years. 

Our client profiles

Business Owners

We help business owners keep more of what they earn. From advanced tax-saving strategies and operational cost efficiencies to tax-smart retirement plans, our guidance is built to reduce your tax burden and grow long-term wealth.

Working Years

Make your prime earning years count. From smart tax strategies to investing with purpose, we help you build wealth with confidence while balancing life, career, and family goals. Follow our Wealth Steps Order of Operations to save time and money along the way.

Retirees

Enjoy the retirement you’ve earned. We help you turn savings into sustainable income, optimize Social Security and Medicare, and protect your legacy—so you can focus on what matters most. Attend our Launch Your Retirement Workshop to DIY or we can do it for you with an ongoing retirement relationship.

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