Broker Check

Simple Pricing

Outsourced Account Services for Business Owners

The Starter

For Small Businesses ready to grow

Low level of complexity

0-3 employees

simple coaching & guidance

What's Included:

  • Tax Preparation
  • Bookkeeping Services
  • Tax Reduction Planning
  • Year-End Taxes
  • Simple Coaching and Guidance

Indicative Fees:

$500-1000 per month

Small Business

For Regular Small Business

Mid levels of complexity

3-15 employees

Mid-levels of transcations & accounting

What's Included:

  • Everything from the starter
  • CFO Meetings & Guidance
  • Mid-Levels of Tax Planning

Indicative Fees:

$1000-1500 per month

Scaling Business

For more established Small Businesses

Higher levels of complexity

10+ Employees

Higher Levels of transactions & accounting

What's Included:

  • Everything from Small Business
  • Advanced CFO Dashboards
  • Advanced Tax Planning
  • Advanced Payroll

Indicative Fees:

$1500-2500 per month

Wealth Management Services for Business Owners and Busy Professionals

Indicative AUM Based Fees (annual fee charged quarterly to investment account)


< $500k

< 1.50%

$500k - $1 million

< 1.30%

$1 million+

< 1.0%

What's Included:

  • Customized Investment Management
  • Comprehensive Financial Planning
  • Tax Planning
  • Keeping you informed and making sure you stay on top of your finances via Reporting
  • Quarterly Consultation
  • Always Accessible for You

Tax Preparation services, Tax Filing services, Bookkeeping services are provided and billed separately

30-minute Free Introductory Consultation

30-minute Free Introductory Consultation

The first step in starting a working relationship with our firm is the Introductory Meeting.  We understand that it may be daunting to take the first step to find the right financial advisor for you. We want to help you feel at ease to take that first step with us.

Once the meeting is scheduled, we will send you a brief form to fill out.  The information will help us get prepared for the meeting and make a preliminary financial assessment.

During this 30-minute meeting, we want to learn about you and what you want to accomplish.  We also want to understand your expectations of us.  During this meeting, typically, clients will want more clarity on our Frequently Asked Questions (FAQs).  We share our background and how we may be able to help you.

We define our service packages based on the complexity of your financial situation.  During the Introductory meeting, we will recommend which package we think fits your needs based on our quick assessment of your situation.

The best part is that there is no cost to the Introductory Meeting.

The Transition

The Transition

Our goal is to help you understand how we will continue to be of service to your family.  We are looking for long-term client relationships.

Once you decide to move ahead, there’s really nothing for you to do.  We will prepare you well for your transition and get you setup on our end.

We welcome you and your family to the United Success Experience!

Let's Secure Your Financial Future Today

Contact Us

Subscribe to our quarterly newsletter and get insights in your inbox

Thank you!