Having access to the same team of advisors and specialists used in our flagship Board of Director’s Program^© places your personal advisor in a uniquely suitable position to address the financial issues of greatest importance to you; issues such as assuring the efficacy of your portfolio, saving for college, funding your retirement, lowering the cost and improving the terms of your debt, making sure you are adequately protected from a range of insurable risks, avoiding taxes, and making sure your assets will be well managed in the event of your incapacity and will transfer to the people and causes you choose in the event of your death.

In our Custom Planning Program, a personal advisor will meet with you in a no-obligation initial meeting to hear your highest priority goals and concerns.  He will then explain how we can help and provide a firm fixed price or a not-to-exceed fee range for your approval before any chargeable work begins. He will meet with other advisors or specialists if needed to develop alternative solutions for your consideration. The project ends when your personal advisor summarizes your decisions and provides a written plan of action. You can implement these actions yourself or you can hire us to help you. Should other issues arise, you can simply hire us again to help you address them.

Our Custom Planning Program appeals to individuals who simply need a second opinion, younger couples who are just starting to build their financial futures, and middle-income families who may have been turned away by other financial planning firms because they did not meet their minimums for income or investments.