Filling Your Cup

What is it?

Juicing® when you're filling your cup is...

A planning process that provides advice on...

  • How much to save
  • What accounts to fund
  • Reducing taxes
  • Using company benefits
  • Choosing the right insurance
  • What to invest in
  • Funding college expenses
  • Goals

Why you need it?

Your money has a job to do. Many people have a collection of investments - not a plan. The best investment decisions flow naturally from smart planning. By combining the two you can add money to your bottom line1.

Filling your cup

Planning services start at $6900

See our Services page for more details.

Investment Management Services

The best investment decisions go hand in hand with good planning.

We offer investment management services designed to accomplish the goals and objectives outlined in your plan.

Investment management services include:

Investment Management services start at 1% of assets managed.

Learn more about our Investment Approach.
Schedule your complimentary consultation
  1. How Important is Asset Allocation to Financial Security in Retirement, by Alicia H. Munnell, Natalia Sergeyevna Orlova and Anthony Web, April 2012
  2. Alpha, Beta, and Now… Gamma by David Blanchett CFAP, CFP and Paul Kaplan, Ph.D., CFA, Sept 8, 2012
  3. Tax Alpha, The Importance of Active Tax Management, by Tim Cestnick, FCA, CPA, CFP, TEP
Close

Schedule a Consultation

Your information below will be forwarded to Jody Hulsey who will work with you to schedule your consultation.

Thank you for your submission.