Financial Planning
STRATEGY PLAN - Starting at $ 150,000 in investable assets
Your personal and household investment history will be integrated in your plan, along with:
- Your own goals
- Desired accumulation objectives
- Your current and anticipated taxation level
- Your own tolerance for risk.
- Your current strategy that helps with your various life changing decisions.
- Offer allocations to help you build up your financial future with confidence.
The Plan is on-going and personalized to help meet your financial needs.
STRATEGY & INCOME PLAN - Starting At $ 250,000 in investable assets
All of your strategies or allocations will be analyzed so that we can evaluate your current positions and offer you a clear set of priorities.
Strategy plan plus the following :
- Distribution schedule
- Social Security integration
- Desired income levels
- Volatility, risk, and duration assessment
- Estate Planning Strategies with picture of beneficiary designations
- Retitling of assets
- Asset preservation
The Plan is on-going and personalized to help meet your income preservation needs.
PREMIER PLAN - Current Investment level over $500,000 or $4,800 billed separately (Customized Schedule)
This highly customized plan can add to your allocations and income strategies as we help you understand how to potentially maximize your wealth transfer planning, including advanced tax planning options, family financial decisions such as charitable giving, and other distinct decisions.