SERVICES

A Structured Approach to Your Entire Financial Life

We don’t just manage pieces—we coordinate everything so your financial life works together.

Financial Planning & Strategy

Risk Management

Estate & Legacy Coordination

Tax-Aware Strategy

Investment Management

The Prevision Process

STEP ONE

Understand Your Current Financial Picture

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STEP TWO

Build a Coordinated Strategy

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STEP THREE

Execute With Intention

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STEP FOUR

Ongoing Guidance & Adjustment

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From the very beginning, they’ve made me feel comfortable, supported, and confident in our financial decisions. Dustin takes the time to listen and explain things clearly, and I especially appreciate the technology he integrates into our planning sessions, as it gives me a clear snapshot of our current financial situation while also helping us plan for the future.

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— Becky D.

This statement is a testimonial by a client of the financial professional as of 6/15/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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We’ve partnered with Dustin for about ten years and wouldn’t trust our portfolio management to anyone else. He operates with the highest integrity, professionalism and always keeps our best interests in mind. He and Heather make a terrific team - always friendly, upbeat and responsive to any questions or needs that arise. We wholeheartedly recommend! 

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— Alan & Gaye M.

This statement is a testimonial by a client of the financial professional as of 6/15/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

fees & engagement

Transparent. Straight forward. Aligned.

We are compensated through an ongoing advisory fee, structured to align with the work we do and the outcomes we help you achieve.

ongoing advisory fee

We use a tiered, asset-based fee structure.

As assets grow, new dollars move into lower tiers, reducing your overall blended rate. Included in our services are:

Investment management

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Ongoing guidance and implementation

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Tax-aware coordination

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Financial planning and strategy

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Estate and risk coordination

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You’re not just paying for investment management.

You’re paying for a structured, coordinated system—one that ensures every part of your financial life is aligned, and nothing gets missed.

fee schedule

First $500,000

1.4%

Next $500,000

1.1%

Next $1.5M

0.9%

Next $2M

0.6%

Over $5M

0.3%

Fees apply to assets under management and do not include assets held outside of advisory accounts.

In certain cases, we may recommend insurance or other solutions where we are compensated through commissions, when appropriate within your overall plan.

What are you waiting for?

Schedule your complimentary consultation today

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