Price is what you pay. Value is what you get.
- Warren Buffett

The easiest way to work with us is through our Tax Relief and Financial Clarity Package for $2400, designed to address your questions with the corresponding deliverables listed in the table below. (Feel free to ask if you'd like to see examples of deliverables.) Alternatively, you can choose 3 deliverables for $1500 or 1 for $800. If, after we deliver your initial report(s), you decide to have us implement and monitor your plan, we will credit you the amount previously paid.

Question

Deliverable
How likely is it that I will run out of money? Future Cash Flow & Net Worth Projection
Am I losing money by not having my investments managed tax efficiently? Investment Tax Location Report
Where will my money go when I die? Beneficiary Designation Map
How can I protect my retirement savings from market volatility and avoid selling low? Investment Volatility Tolerance Report
What are the best strategies for optimizing my Social Security benefits? Optimal Social Security Claiming Strategies
Are there any tax saving opportunities or unnecessary risks in my tax return? 12 Point Tax Return Report

The Heights Financial Services Fee Schedule

Household Account Value

Account Fee
$500,000-$999,999 1.25%
$1,000,000-$2,399,999 1.00%
$2,400,000+ $24,000/year
Fee: $500 Fee: $1,650 Fee: $3,000 Fee: $6,500+

How are we different?

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Simple, Clear Percentage-Based Fees:

  • The transparent structure shown in the table above allows you to see exactly what you're paying.
  • As a fee-only CERTIFIED FINANCIAL PLANNER™, I don't receive any extra compensation from commissions or product sales.
  • Choosing to be a fiduciary, I am obligated to put your interests ahead of my own.

Capped Fees for High-Net-Worth Households:

  • High-Net-Worth Households often overpay for Portfolio Management without receiving superior value.
  •  To address this, I limit total household fees to $24k/year, regardless of your portfolio size.
  • For example, if your household investments are $10 million, you would only pay 0.24% of your assets, which is likely significantly lower than your current fees if your investments are $3 million or more.

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