Financial Planning Options
Financial Planning Options
Transactional Plan | Silver Plan | Gold Plan | Platinum Plan | |
Your Benefits | Products designed for a specific goal in mind. You will receive product specific education from a licensed professional at the time of purchase. Savings expectations to reach your goals will be discussed. | Offers specific services to suit most individuals. In addition to basic planning services, particular attention is paid to protection and accumulation, with helping you answer more advanced questions in regard to helping your reach your financial goals. Additional account reviews improve client focus and understanding of their plan. | Designed for individuals nearing retirement, executives and business owners. A comprehensive level of planning provides additional focus on asset and liability management. In addition, investment tax strategies, estate planning services, life planning and succession challenges are addressed. | Designed for high-net-worth individuals and businesses with sophisticated financial needs. These clients have many moving parts in their financial life that will need a more customized and time intense data gathering, analysis and implementation process. This may include advanced estate planning, business advisory services, Legacy & succession planning.
|
Program Features |
|
|
| This is a unique service designed to take the knowledge of a financial planner with you on every financial meeting you have in your life. Essentially, we will become your financial coordinator, asking questions to other professionals you use, to help translate what they are saying and, most importantly, take an inventory of what you have to help you implement the advice those professionals are giving you. We will coordinate meetings, sit in on meetings, take notes, help you follow through and communicate those plans with your loved ones. |