We offer varying levels of financial planning based on the client's needs and goals. One client may need a retirement plan while another client may need an education funding plan. Many clients prefer a comprehensive approach; we offer a comprehensive financial plan which includes our review of everything that may affect the client's financial well being as well as highlighting future goals. Our financial plans are not based on a certain "assets under management" requirement. We do not require that a client invest their assets with our firm in order to receive our planning services. Most clients do choose to use our investment advisory services based on the merits.