Broker Check

A Team Approach With Services Tailored to Your Needs

Core Investment Management

 

CORE INVESTMENT MANAGEMENT
$500,000 IN INVESTABLE ASSETS

  • Goals and objectives review
  • Custom analysis of investment risk tolerance
  • Investment management agreement
  • Overall net worth analysis
  • Cash flow and budget review
  • Asset allocation review
  • Portfolio rebalancing
  • Portfolio performance reporting
  • Tax and cost-basis reporting
  • Your own private personal financial website
  • Additional Services*:
    - Financial plan development
    - Financial plan updates

Financial Planning

 

FINANCIAL PLANNING
$1,000,000 IN INVESTABLE ASSETS

Includes everything listed in the Core Investment Management segment

  • PLUS:
  • Comprehensive financial plan
  • Business balance sheet review & analysis
  • Retirement needs analysis
  • Income distribution strategies
  • Education planning & funding
  • Tax planning
  • Comprehensive insurance planning
  • Estate planning services
  • Consolidated online account access 
  • e-document organizer & vault

Complete Wealth Mangement


COMPLETE WEALTH MANAGEMENT
$3,000,000 plus IN INVESTABLE ASSETS

Includes everything listed in the Financial Planning segment and everything listed in the Core Investment Management segment.

  • PLUS:
  • Strategic planning for wealth conservation
  • Charitable gifting strategies
    Trust creation & asset integration *Estate Planning attorney will charge an additional fee*
  • Tax-optimized investing & giving strategy design
  • Executive compensation planning for:
    - Employer deferred compensation plans
    - Employer stock option plans
    - Concentrated stock/bond portfolios
  • Business financial planning
  • Business exit strategies
  • Annual financial plan updates

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