A Team Approach With Services Tailored to Your Needs

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
$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 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