Your Future’s

Looking Bright

We offer three Integrated Advisory Services – Financial Planning, Tax Services, Investment Management.
Our services are provided by a single team – to help you accomplish your financial goals. You decide which ones you need.

Financial Planning & Tax Prep

A great start for households with income of $250k+/yr looking to get their finances & taxes reviewed and optimized by a professional.
$3,600-4,800/annually, paid monthly**

  • Starts at $3,600 Individual & $4,800 for a couple*

  • $1,000 Onboarding Fee
  • ‣ New Client Onboarding (3 meetings)
  • ‣ Beginning, Mid, & Year End Meetings
  • ‣ Annual Tax Return Filing
  • ‣ Cash Flow & Savings Optimization
  • ‣ Investment Portfolio Review & Recommendations
  • ‣ Unlimited email and phone access
Tax Planning & Preparation

Annual Preparation of your Tax Return
Tax-Savings Opportunities
Employer Stock & Option Planning & Guidance

Portfolio Review

Review of Total Portfolio (Fees & Asset Allocation)
(detailed investment recommendations not included)
Risk Analysis

Cash Flow Optimization

Cash Savings Optimization
Setting & Reviewing Savings Goals
Debt Management (Mortgage, Student Loans, Credit Cards, etc.)
Home Purchase Analysis

Education Planning

Education savings strategies (529 College Savings Plan, etc.)
Private Education Planning
Personalized Comparisons of the TOTAL Cost of College
Public Service Loan Forgiveness (PSLF)

Insurance Planning

Employer Benefits review
Review of Existing Policies
Life, LTC, & Disability Insurance Needs Analysis
Home, Auto & Umbrella Insurance Review

Retirement / Financial Independence Planning

Setting a Retirement Goal
Optimize Social Security Benefits
Personalize a Retirement Income Strategy
Contribution & Roth Conversion Strategies

Estate Planning

Getting the necessary documents to protect your loved ones

Integrated Financial Planning, Tax Prep & Investment Management

Ideal for households with income of $250k+/yr & Investments looking for help with all aspects of their financial lives.
$3,600-4,800/annually, paid monthly**

  • Starts at $3,600 Individual & $4,800 for a couple*

  • $1,000 Onboarding Fee
  • ‣ Includes everything in Financial Planning & Tax Prep
  • and Investment Management
  • ‣ Assets Under Management fee starts at 1% annually
  • ‣ If AUM > $500k, IFP fee reduced 50%***
  • ‣ If AUM > $2m, IFP is included***
Tax Planning & Preparation

Annual Preparation of your Tax Return
Tax-Savings Opportunities
Employer Stock & Option Planning & Guidance

Portfolio Review

Review of Total Portfolio (Fees & Asset Allocation)
(detailed investment recommendations not included)
Risk Analysis

Cash Flow Optimization

Cash Savings Optimization
Setting & Reviewing Savings Goals
Debt Management (Mortgage, Student Loans, Credit Cards, etc.)
Home Purchase Analysis

Education Planning

Education savings strategies (529 College Savings Plan, etc.)
Private Education Planning
Personalized Comparisons of the TOTAL Cost of College
Public Service Loan Forgiveness (PSLF)

Insurance Planning

Employer Benefits review
Review of Existing Policies
Life, LTC, & Disability Insurance Needs Analysis
Home, Auto & Umbrella Insurance Review

Retirement / Financial Independence Planning

Setting a Retirement Goal
Optimize Social Security Benefits
Personalize a Retirement Income Strategy
Contribution & Roth Conversion Strategies

Estate Planning

Getting the necessary documents to protect your loved ones

Investment Management

This is for households with investable assets of $250k+ looking for expert management of their portfolio.
1% of assets under management

  • Minimum $250k

  • _____________________________
  • * Increases with complexity
  • ** Annual Commitment
Includes
‣ Professional management of investment accounts

‣ Management of Total Portfolio (Fees, Investments & Account Type)

‣ Creation & Management of a Personalized Portfolio

‣ Risk Analysis

‣ Investment monitoring with proactive recommendations

‣ Opportunistic Portfolio Rebalancing

‣ Total Portfolio Coordination & Tax Optimization

Do you need Financial Planning?
Financial Planning Services
Would you like some clarity on your increasingly complicated financial picture? To us, financial planning is the foundation for everything we talk about. We start with identifying your goals and discussing the best ways to accomplish them. We’ll help you navigate it all: your net worth, cash flow, investments, taxes, budgets, insurance, employer benefits, banking, credit cards, loans, options, Social Security, and more. View sample financial plan.
Estimated Cost for a Single Client
$1,000 Onboarding Fee + $250/month
Estimated Cost for a Couple
$1,000 Onboarding Fee + $300/month
Add Integrated
Tax Services?
Stand-alone tax services through Northbrook Tax & Accounting are available at a discounted monthly subscription fee.
Financial Planning with Integrated Tax Services
Anyone who has been the middleman to people who aren’t on on the same page knows what it’s like to work with a financial advisor and accountant separately. We believe that by bundling these services, we can save you time and money while offering you better advice toward your goals.  To us, tax planning is part of financial planning; the two need not be separate.

We offer comprehensive and thoughtful tax planning and compliance services through Northbrook Tax & Accounting. Our experts help you plan and file individual federal and state income tax returns as well as business returns for self-employed individuals.

Estimated Cost for a Single Client
Starting at $600 (Reach out to us for Tax Only engagement)
Estimated Cost for a Couple
Starting at $900 (Reach out to us for Tax Only engagement)
Your Title Goes Here
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Need Investment Management?
Investment Management Services
Performance, fees, asset allocation, active management, passive ETFs… it goes on and on and on. We can help! We listen to your current financial situation and what you would like to accomplish in order to structure a long term, diversified strategy that best fits your personal long-term financial plan. We work to anticipate the market and evolve your portfolio to reflect the ever-changing market while you achieve financial security. View sample investment policy.
Estimated cost of a single/couple with $250,000 of investable assets:
$2,500 per year paid quarterly (see AUM fee schedule)
Estimated cost of a single/couple with $1,000,000 of investable assets:
$8,750 per year – paid quarterly (see AUM fee schedule)

Fee Schedule for Investment Management:

Assets Under Management: Annual Fee
Up to $1,000,000 1.00%
$1,000,001-$2,000,000 0.75%
$2,000,001 and above 0.50%

 

Schedule a Free Virtual Meeting

Start Now!