FINANCIAL PLANNING PACKAGES
STARTER
- Develop Investment Portfolio & Set Financial Goals
- 5yr Cash Flow & Swing Projections
- Review Retirement Account Contributions for IRA & Roth
- Evaluate Employer Retirement Plans: 401(K), 403(B), SEP IRA, Etc.
- Review Life Insurance
- What You Pay:
- $500 Financial Planning Fee
- See Investment Management Fee Below
ESSENTIAL
- Everything in Starter Package Plus:
- Investment Portfolio Analysis, Strategy, Goals & Recommendations
- Debt Strategy for Mortgage, HELOC, Student Loans, Auto Loans, Etc.
- Traditional vs. Roth Contribution Analysis
- Education & College Funding
- Cash Flow Analysis
- What You Pay:
- $1,000 Financial Planning Fee
- See Investment Management Fee Below
ADVANCED
- Everything in Essential Package Plus:
- Tax Coordination With your Accountant
- Alternative Investment Strategy (Private Equity, Venture Capital & Non-Traded Real Estate)
- Tax-Qualified Investment Consideration (Exchange Funds, Deferred Annuities, Etc.)
- Retirement Income Forecasting & Planning
- Estate Planning Review-Document & Beneficiary Reviews
- Roth Conversion Analysis
- What You Pay:
- $2,500 Financial Planning Fee
- See Investment Management Fee Below
Investment Management Fees
| Assets Under Management | Annual Fee |
|---|---|
| < $250,000 | 1.5% |
| $250,000 - $500,000 | 1.25% |
| $500,000 - $1,000,000 | 1% |
| $1,000,000 - $5,000,000 | 0.75% |
| $5,000,000+ | 0.50% |
If you would like to check out my social media channels, click any of these buttons below and stay connected for more financial education!
