Pricing

We don't believe in surprise fees or hidden costs. Pick a plan that fits where you're now, then grow with us as your wealth does. Everything's transparent. Everything's yours to understand. Call us if you've got questions — we actually answer.

Foundation

$2,400/year

For folks just starting to think seriously about protection. Core coverage, basic planning tools, and email support when you need it.

✓ Life insurance needs analysis
✓ Basic estate planning review
✓ Annual benefit statement
✓ Email support (48-hour response)
✓ Access to planning portal
✓ One annual strategy call

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Growth

$5,850/year

Our most popular option. Comprehensive planning, multiple coverage types, and someone you can actually reach when things matter.

✓ Full wealth protection strategy
✓ Life, disability, and umbrella coverage review
✓ Estate planning with attorney consultation
✓ Quarterly check-ins (phone or video)
✓ Portal with real-time updates
✓ Tax-efficient insurance structuring
✓ Beneficiary guidance and transitions

Elite

$13,200/year

Complete wealth protection with dedicated attention. For those managing significant assets or complex family situations. White-glove service included.

✓ Dedicated insurance advisor (direct line)
✓ Customized multi-policy strategy
✓ Business succession planning
✓ Monthly reviews and adjustments
✓ Advanced estate and trust structure review
✓ Family wealth transition planning
✓ Priority access to specialists and legal counsel

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Pricing FAQ

Can I switch plans later?

Absolutely. Your situation changes, your plan should too. We review annually and adjust if you need to move up or down. No penalty. No hassle. Just let us know.

What's actually included in that annual price?

Everything we said. No hourly fees creeping in. No surprise charges for phone calls. You get the plan — you get what's listed. The only additional costs are the actual insurance premiums from carriers, which are separate.

Do you work with other advisors I already have?

We do this all the time. Insurance planning works best when it fits with your overall financial picture. We coordinate with your CPA, financial advisor, attorney — whoever's in your corner. Better information means better decisions.

What if I'm not sure which plan fits?

Call us. We'll ask some straightforward questions about your situation, your family, your assets. Then we'll be honest about what makes sense. Most people start with Growth, but we won't steer you wrong just to move you up.

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