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