FINANCIAL PLANNING SERVICES
A LA CARTE
- Protection
- Life Insurance
- Disability Insurance
- Long Term Care
- Investments:
- - Current Investment Analysis
- - Investment Management
- - Portfolio Rebalancing
- - Semi or Annual Reviews
- What You Pay
- Insurance: $0 (Commissions)
- Investment Management: See Fee Chart
ESSENTIAL
- Financial Organization
- Insurance/Employee Benefits Analysis
- Investment Management
- Cash Flow/Debt Planning
- College Funding
- Retirement Plan Assessment
- Client Retainer/Ongoing Advice
- Personal Financial Website
$ 230 Monthly
ADVANCED
- Everything in Essential Package Plus:
- Tax Minimization Strategies
- Retirement Income Planning
- Social Security Maximization
- Long Term Care Approaches
- Estate Planning
$ 300 Monthly
Popular
A LA CARTE
- Protection
- Life Insurance
- Disability Insurance
- Long Term Care
- Investments:
- - Current Investment Analysis
- - Investment Management
- - Portfolio Rebalancing
- - Semi or Annual Reviews
- What You Pay
- Insurance: $0 (Commissions)
- Investment Management: See Fee Chart
ESSENTIAL
- Financial Organization
- Insurance/Employee Benefits Analysis
- Investment Management
- Cash Flow/Debt Planning
- College Funding
- Retirement Plan Assessment
- Client Retainer/Ongoing Advice
- Personal Financial Website
$ 2500 Annually
ADVANCED
- Everything in Essential Package Plus:
- Tax Minimization Strategies
- Retirement Income Planning
- Social Security Maximization
- Long Term Care Approaches
- Estate Planning
$ 3500 Annually
Popular
MEETING SCHEDULE
Discovery Meeting
- We review your questionnaire
- Uncover what’s important to you financially
- Assess where you currently are
- Determine where you’d like to go
Cash Flow and Protection Meeting
- Find opportunities to recapture savings
- Determine proper allocation of savings
- Discuss potential financial threats and how to minimize them
Investment Meeting
- Analyze your current investment portfolio
- Ensure proper portfolio diversification
- Align your accounts with your particular goals and time horizons
Implementation Meeting
- Recap the overall financial plan
- Finalize the implementation schedule and complete any outstanding action items
- Agree on a review schedule
CHECK OUT THIS INFORMATIONAL VIDEO ON HOW WE MANAGE AND TRACK YOUR ASSETS!
