Pricing

We've kept pricing simple because wealth protection shouldn't feel complicated. Pick the plan that matches your situation, and we'll handle the rest. No hidden fees. No surprise add-ons. Just straightforward coverage that actually protects what you've built.

Foundation

$189/month

Basic asset protection and essential life coverage. Perfect for individuals just starting their wealth planning journey.

✓ Essential life insurance review
✓ Asset protection strategy
✓ Quarterly check-ins
✓ Access to planning portal
✓ One beneficiary update per year
✓ Email support

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Comprehensive

$447/month

Full wealth protection with tax optimization. Our most popular choice for families and business owners protecting multiple assets.

✓ Complete wealth assessment
✓ Tax-efficient insurance planning
✓ Estate strategy guidance
✓ Monthly updates and reviews
✓ Unlimited beneficiary changes
✓ Priority phone support
✓ Business succession planning consultation

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Premium Plus

Custom pricing

White-glove service for complex estates. Includes dedicated advisor, multi-generational planning, and continuous optimization.

✓ Dedicated wealth protection advisor
✓ Quarterly strategy sessions
✓ Multi-generational planning
✓ International asset protection
✓ Real-time portfolio monitoring
✓ 24/7 advisor access
✓ Annual comprehensive wealth review

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Pricing FAQ

Can I switch plans later?

Absolutely. Your situation changes, so your protection should too. We review everything annually and adjust if needed. Moving between plans takes a quick phone call—no penalties.

What's included in that monthly fee?

The price covers our planning service and strategy reviews. Insurance premiums themselves are separate and depend on your coverage needs. We'll show you exact costs before anything's finalized.

Do you offer discounts for annual payments?

Yes. Pay a year upfront and you'll save 8%. Most clients do this—it's simpler and you get that slight edge. But monthly works fine too if that's better for cash flow.

Is there a setup fee or contract lock-in?

No setup fees. We don't lock you into contracts either. Month-to-month on Comprehensive and Foundation. Premium Plus is different since it requires that initial deep-dive assessment, but we're upfront about that cost before starting.

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