We recognize that costs can impede progress toward financial success. We designed our pricing structure to keep costs low. We believe in these key elements of a fiduciary planner pricing strategy:

  • One transparent fee for all services
  • Zero trading costs
  • Comprehensive Planning
  • Low-cost, high-value investment tools

No two financial situations are exactly alike, so we offer a basket of services to meet a wide variety of clients’ needs. We focus our advice on bringing optimal solutions to our clients. We help with implementation and we regularly track progress along the way, adjusting course when necessary.

Investment Management

At Seven Hills, we create diversified portfolios based on your specific investment needs by using objective and well-defined strategies to alleviate some of the risks associated with investments.

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Trust and Estate Management

We understand that preparing your legacy alone is challenging. Let us guide you through the process of building a stable and continuous plan to protect and fulfill your wishes.

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Tax Management

All of our financial plans are designed with efficient tax strategies in place.

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Retirement Planning

You don’t have to take unmarked roads to get to retirement. Our financial plans are built to navigate you with clear vision and direction.

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College Planning

There are many different approaches to preparing for your child’s future. We consider your entire financial plan when assisting you in choosing what vehicle to use

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Insurance Planning

Insurance can be complicated, but, with our advanced knowledge on the topic, we assist you in making informed decisions that are best for you.

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