top of page


We start with a complimentary 30 minute meeting


  • A quick assessment of your current financial situation with feedback

  • Answering a personal financial question

  • Determining the value to you in collaborating with us

Our financial planning and consultation services fee is a fixed annual fee structure. The following reflects what our fees typically look like:

Initial fee through December 31st of current year:         $4500 Couple / $3000 Individual Annual ongoing fee for proceeding calendar years:       $3000 Couple / $2000 Individual


*Additional charges may apply based on planning needs. Please see our Firm Brochure (Form ADV Part 2A) for details.



Mr. DeYoung is a Colorado licensed insurance agent and can discuss annuities, life, disability and long-term care coverage with interested parties where appropriate through various unaffiliated insurance companies. He may receive a commission from the issuer for a client’s purchase of an insurance contract.

bottom of page