Services
Start with the right fit.
Every engagement starts with a plan. From there, you choose how closely we work together and whether we manage your investments.
Side by side
What each path includes
| What's included | Snapshot | Simplified | Wealth Management |
|---|---|---|---|
| Relationship | Single engagement | Ongoing | Ongoing & active |
| Fee structure | A single fee | Recurring subscription | Based on assets managed |
| Financial plan built on your goals | Snapshot plan | Evolves with you | Fully integrated |
| Cash flow, debt & budgeting | |||
| Retirement & tax planning | |||
| Employer benefits & retirement plan review | |||
| Portfolio | Review & recommendations | Review & recommendations | Managed, monitored daily, rebalanced |
| Coordination with your CPA & attorney | Not included | ||
| Alternative investments | Not included | Not included | For eligible clients |
| Typical starting point | [ confirm ] | [ confirm ] | Generally $500,000+ investable |
| Get started | Get started | Get started |
Not sure where you fit? Start with Snapshot Guidance, the plan is yours to keep.
Questions
Common questions
Can I move from one service to another?
Yes. A lot of relationships start with a Snapshot plan and grow from there. The plan carries forward, so nothing is lost if you decide you want ongoing help later.
What does it mean that you're a fiduciary?
As a Registered Investment Adviser, we’re legally required to put your interests first. Every recommendation we make has to be in your best interest, by law and by our own standards.
Do you work with clients outside Indiana and Michigan?
Yes. We serve clients nationwide and have offices in Indiana and Michigan.
Let’s start with a conversation.
A quick call to see where we make sense for each other.
Schedule an intro call