Pricing

You've got assets. You've got risk. We've got plans that actually make sense. No mystery fees. No surprise charges buried in footnotes. Just straightforward pricing for wealth protection that works. Pick what fits. Adjust as you grow. That's it.

Foundation

$199/mo

Basic asset protection for individuals with straightforward financial situations. Covers essential risk assessment and standard safeguards.

✓ Annual risk assessment
✓ Basic liability coverage review
✓ Asset protection framework
✓ Quarterly check-ins
✓ Email support
✓ Access to resource library

Start with Foundation

Comprehensive

$599/mo

For people with multiple assets, investments, or business interests. More touchpoints. Deeper analysis. Real protection across the board.

✓ Quarterly risk assessments
✓ Multi-asset protection strategy
✓ Business continuity planning
✓ Insurance gap analysis
✓ Monthly strategy calls
✓ Priority email & phone support
✓ Legal document templates

Go Comprehensive

Complete Control

Custom

Complex portfolios need complex solutions. High-net-worth individuals, business owners, and serious investors work with us directly. Fully customized.

✓ Unlimited assessments
✓ Dedicated risk manager
✓ Weekly availability
✓ Estate planning coordination
✓ Tax-efficient protection strategies
✓ Crisis management protocols
✓ 24/7 emergency support

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Pricing FAQ

Can I switch plans if my situation changes?

Absolutely. Life happens. Your plan should too. Switch up or down whenever it makes sense. We'll adjust your coverage without penalties or nonsense. Just give us a heads up.

What's included in the risk assessment?

We look at your assets, liabilities, insurance gaps, business exposures, and potential blind spots. Then we tell you what actually matters. No fluff. No five-hour reports that nobody reads. Just clear findings and actionable next steps.

Do you work with business owners?

Yeah. That's actually where we spend a lot of time. Business risk is different from personal risk. We cover liability, succession planning, key person insurance gaps, and operational vulnerabilities that most advisors miss.

Is there a contract lock-in?

Month-to-month on Foundation and Comprehensive. Complete Control plans have a 12-month term because that work requires real commitment. But we don't trap people. If we're not delivering, you're not staying.

Need a Custom Solution?

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