Broker Check

1471 Dewar Drive Suite 227

Rock Springs, WY 82901

Call Us:

(307) 352-9330

Pricing

We offer free financial planning designed to help you pursue your goals

Yes, you read that right. You have access to state of the art financial planning technology and investment analysis technology for free.


There’s no cost to you. There’s also no catch You might be asking, “If it’s Free, how do you make money?” Great question, let’s break it down:

  • Low-cost investments to grow your wealth. When you invest your money with our portfolios, you’ll pay an annual investment management fee. The fee is calculated monthly and deducted automatically from the account balances...
  • The ideal insurance to protect you and your family. Insurance companies pay us as they would to a regular insurance agent. We are not tied to a particular insurance company and we will shop around to find the ideal product.
  • You recommending us to people you know. Introducing people you know to us helps us continue to do the things we do best.
  • First $5,000 - Free for one year
  • Up to $1,000,000 - 1.2%
  • $1,000,000 to 2,500,000 - 1.0%
  • $1,000,000 to 2,500,000 - 1.0%
  • $2,500,000 and up - 0.8%
  • *Does not include platform fees or investment level fees.