If you want a long-term relationship in which we implement your plan, track your progress over time, and optimally execute your investment strategy, then our ongoing client models may be your best choice.
This plan utilizes a more sophisticated platform that enables more in-depth goal-based planning. With this plan, you'll have access to and Support Advisor and two video conference strategy meetings per year.
Includes simple goal-based financial planning, assignment of an associate financial advisor, a portal to track all of your accounts in one place, professional money management, help with outside accounts, and the ability to collaborate with your advisor at any time.
Don't want to have your accounts with us or want to give us a test drive before hiring us for the long haul? If so, our flat-fee planning models may be for you.
We also offer the option to purchase additional services to add onto your plan, such as executive benefits optimization and "non-traditional" investment transaction modeling.
With this option, you'll be assigned an advisor with a CFP® designation and at least 5 years of experience. Associate advisors consult our lead financial advisors as needed. You'll have the ability to meet with your advisor up to three times per year.
We will provide you with a basic retirement plan that will help you understand your situation, identify your goals, and evaluate your chances of success.
From there, we will be able to help you find a solution that will work to optimize your resources towards your retirement objectives.
Lastly, we will help you to understand how you will actually implement our advice so that you can put your plan into action.
Our Silver and Gold Financial Plans offer the following service features.
*Service features that differ between the Silver and Gold plans are denoted by an asterisk.
We offer one-time college/education planning at a discount with our Silver and Gold Financial Plans. We also offer a college selection and funding plan as a separate one-time plan option.
Thinking about buying a second home, boat, or a time share? We can help you map out the financial impact of your decision through what-if analyses.
Selling major assets as part of your plan such as real estate, businesses, etc.
Testing the plan through stress scenarios to understand and protect against them.
We only provide specific security recommendations to ongoing clients.
The Gold option offers comprehensive tax planning and 1040 review, whereas the Silver plan offers simple tax planning and recommendations.
We will review your estate scenario, model it out for you and make recommendations.
Our lead advisors have earned a CFP® designation and at least seven years of experience.