The Services
Financial Planning
Our firm believes the financial planning process is the best approach to create and maintain wealth. We will work with you to create a plan that works for you to reach your retirement goal. Our subscription model and client service calendar ensures our clients are receiving value long after a financial plan has been created.
Fee Structure
$4,000 Initial Financial Plan
$333.33 Monthly For Ongoing Planning
Investment Management
Your situation is unique and your investment strategy should reflect that. We will provide you with a customized strategy and portfolio, along with ongoing investment monitoring and strategy implementation. You do not deserve a cookie cutter approach and we will provide you with a solution to satisfy your needs.
Fee Structure
0.75% AUM
Hourly Based Projects
For an hourly fee we will provide a solution to your questions and needs on a project basis. This is perfect for those needing answers and guidance on a specific issue. You may want to know how much house you can afford, help consolidating finances as a newlywed couple, or balancing your 401k investments.
Fee Structure
$333.33 per hour
We are proud to be a fee-only financial planning firm. We will never be paid a commission or sales incentive - ever.
While located in Nashville Tennessee, our clients are not limited to only those in our area. Shaun’s experience with clients in the entertainment industry enables him to serve clients throughout the United States.