What we Do and How we do it....

Services &
Engagements

How we can Help

What We Do

Evaluate Your Current Situation

In our planning together, our office will request a number of financial documents to ensure we are being thorough. From here we can holistically evaluate your situation.

Provide Guidance and Recommendations

Once we've audited your situation, we can begin prescribing strategies and ideas to closer align what's on your balance sheet with what's in your heart.

Work with You to Take Action

Once the "blueprint" is complete, we can begin breaking ground and start making progress together. We track this progress and track what's left. This includes working cross-industry with your other trusted professionals.

Areas of Emphasis

Retirement Planning
Investment Management
Tax Reduction
Insurance Review
Estate & Legacy Coordination
Methods of Engagement
computer icon, handshake, business-2384752.jpg

Long Term (Delegate)

We believe clients get the most value out of establishing a long-term relationship. This engagement marries financial planning and asset management into one robust service model. In this engagement, our office will coordinate the execution of your financial plan with your other professionals so that you are free to pursue the highest and best use of your time.

Flat fees range from $4,000 - $8,000/yr.
Investment Management Fees range from 1.1% - 1.50%/yr.

Short Term (DIY)

This model is best for those who are looking for a one-time audit of their situation. In this model we will provide guidance, education, and recommendations, but the implementation and coordination will be up to you. All engagements have a finite beginning and ending date (approx. 3 months), and you are free to re-engage in the future.

Flat fees range from $3,000 - $6,000.

Youtube Linkedin-in Instagram Twitter Facebook

Securities offered through LPL Financial, Member FINRA/SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Here is a link to the LPL Financial Form CRS and the MIAN Form CRS.

Investment advice and financial planning offered through Mariner Investment Advisor Network, LLC, DBA Dime & Associates, a registered investment advisor. Mariner Investment Advisor Network, LLC, Dime & Associates, and LPL Financial are separate entities. Mariner Investment Advisor Network and Dime & Associates are not registered as a broker-dealer.

The information is being provided strictly as a courtesy. When you link to any websites provided here, we make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites you assume total responsibility and risk for your use of the websites to which you are linking to.