Our Services-Comp

Compensation Structures:

Fee based compensation, starting at account levels:

0.60 %/bps $0 to $500,000 account balance

0.50 %/bps $500k to $1 million account balance

0.40 %/bps $1 million to $2 million account balance

0.30 %/bps $2 million to $3 million account balance

0.25 %/bps $3 million + account balance

Linear, so when next account balance threshold is reached the fee drops to new level on overall balance.

Hourly consultation rate: $150 per hour charged by the half hour.

Ongoing Consulting/Retainer - $50 per month


Our  Services Include:

Investment Solutions:

  •  Separately Managed Fee Based Accounts
  •  Mutual Funds
  •  Variable Annuities, Fixed/Index Annuities 
  •  Alternative Investments 
  •  IRA's, ROTH IRA's, 529 Plans, etc. 
  •  401k and Retirement Plan Rollovers
  •  IRA Rollovers 
  •  Tax Advantaged Programs
  •  Investing for Income

Tax Services:

  •  Personal Tax Return Preparation and Small Corporate Returns
  •  Research and Tax Opinion
  •  IRS Notice Response


  •  Personal Financial Reports
  •  Retirement Income Planning and projections
  •  Net Worth Statements

Ancillary Services:

  • 2nd opinions on investment advice you've received
  • Life Insurance
  • Long Term Care/Health/Medicare Supplement - Strategic Partner -   Joe Varabkanich http://www.cannarozziagency.com/
  • Social Security Choices
  • Ramsey debt reduction strategies.