Compensation Structures:

Fee based compensation, starting at account levels:

0.60 %/bps $0 to $500,000 account balance

0.50 %/bps $500k to $1 million account balance

0.40 %/bps $1 million to $2 million account balance

0.30 %/bps $2 million to $3 million account balance

0.25 %/bps $3 million + account balance

Linear, so when next account balance threshold is reached the fee drops to new level on overall balance.

Hourly consultation rate: $150 per hour charged by the half hour.

Ongoing Consulting/Retainer - $50 per month

Our  Services Include:

Investment Solutions:

•  Separately Managed Fee Based Accounts
•  Mutual Funds
•  Variable Annuities, Fixed/Index Annuities 
•  Alternative Investments 
•  IRA's, ROTH IRA's, 529 Plans, etc. 
•  401k and Retirement Plan Rollovers
•  IRA Rollovers 
•  Tax Advantaged Programs
•  Investing for Income

Tax Services:

•  Personal Tax Return Preparation and Small Corporate Returns
•  Research and Tax Opinion
•  IRS Notice Response

Retirement

•  Personal Financial Reports
•  Retirement Income Planning and projections
•  Net Worth Statements

Ancillary Services:

• 2nd opinions on investment advice you've received
• Life Insurance
• Long Term Care/Health/Medicare Supplement - Strategic Partner -   Joe Varabkanich http://www.cannarozziagency.com/
• Social Security Choices
• Ramsey debt reduction strategies.