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Concierge Services

We realize that select clients have more complicated circumstances and we have created a collaborative solution for these individuals and businesses. Our concierge service department is one of a kind. You will have one professional from each discipline working with you to provide the most well-rounded and customized solution for your individualized plan. Our concierge clients will pay one annual cost for all services provided. 

On top of our suite of conventional solutions, we offer the following services to our concierge clients:


Access to private investments, hedge fund solutions, lending programs, option trading, monthly strategy communications, tax-free individual bonds, technology access/planning vehicles.

Tax Solutions

Proactive planning meeting, retirement tax assessment, budget planning, expense review/reconciliation, personal cash flow analysis, debt tax planning.

Business Solutions

401k review, investment fund selection, fee discovery, retirement plan implementation, monthly bookkeeping, corporate tax filing, entity procurement, business creation assistance, payroll services, buy/sell and key person insurance applications, ERISA litmus testing and employee communications.