OUR MENU OF SERVICES
FOUNDATIONAL STRATEGIES
Designed for clients who are looking to get started with the basics.
Services Offered:
Basic needs analysis projections
INSURANCE SERVICES
- Basic review and recommendation
- Life, disability, and long-term care
- Access to several insurance companies
INVESTMENT SERVICES
- Portfolio analysis
- Tactical asset allocation
- Brokerage products
- Mutual funds
- 529 plans
- Advisory accounts
CLIENT SERVICE
- Product dependent
- For advisory accounts 1 meeting per year
COMPENSATION
- Product solutions: Commission
- Advisory accounts: Quarterly advisory fee
FINANCIAL PLANNING
Designed for clients who want ongoing financial planning advice that looks at their whole financial
Services Offered:
CORE TOPICS
- Financial position review
- Cash flow, net worth, emergency fund
- Insurance review
- Basic estate review
GOAL BASED TOPICS
- Retirement
- Education savings
- Other accumulation goals
- Future financial position planning
- Estate planning
- Employee benefits planning
- Investment planning
- Income tax planning
CLIENT SERVICE
- Up to 2 meetings per year
- Implementation as needed
Fee for Service
ADVANCED FINANCIAL PLANNING
Designed for clients who have complex planning needs and looking for a higher level of service.
Services Offered:
ALL FINANCIAL PLANNING SERVICES, PLUS
- Access to advanced planning specialists
- Executive benefits planning
- Business financial planning
- Special needs planning
COORDINATION WITH OUTSIDE PROFESSIONALS
- Accountants
- Attorneys
CLIENT SERVICE
- Up to 4 meetings per year
- Implementation as needed
Fee for Service