Life Events

As time goes on, and you achieve certain milestones, your financial life changes along with other aspects of your life.

These changes affect both you and your family. That means your plan needs to change, too. Whether you’re getting married, having a baby, reaching retirement, reaching a major milestone, or going through a major life event, you need to plan for it. When your life changes, your financial life does too. We can help you prepare financially for major milestones—from beginning a new career to leaving a legacy for your grandchildren—with more confidence.
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Lower investment costs keep more of your money working for you

See how we keep your long-term costs down, so you have a better chance of long-term investing success.
*This fee calculator assumes the maximum iCore fees, which is 0.04%. Fees range from 0.0% to 0.04%. Fee calculator results do not take market value fluctuations into consideration. Custodian may charge a commission when securities are bought or sold in iCore accounts. Commissions and other fees (if any) are not calculated in this simulation. For informational purposes only.

Fees over ten years

We believe in a long-term approach to investing. Enter the amount you want to invest and see what your fees might be over a ten-year period of time. Note that fees will fluctuate as the value of the account changes. For example: if you enter $10,000, you can expect to pay $400 over that period of time, or $40 per year. This assumes that the value of the account does not fluctuate.
No commas or special characters.
Fees over ten years*$

Your goals are also our goals

As a fiduciary, it’s our job to place your interests first.

Always.

No matter where you are in achieving your goals, we are always there to help you get to the next level.

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