Products and Services
Financial Subscription Model
- Identify goals and concerns
- Develop an optimal annual savings plan
- Accountability and tracking of goals and concerns quarterly
- Life event consultation
- Access to personal Living Balance Sheet® and Cash Flow Mapping client portals
- Financial organization, education, coordination, and integration amongst all four financial domains:
- Cash flow
- Assets
- Liabilities
- Protection
* Annual fee is determined by earned income and client's desire for meeting frequency
* Retainer model (renews annually)
Financial Consulting Model
- Comprehensive data gathering
- Financial organization and prioritization
- Advanced investment analysis and recommendations
- Complex life event consultation These can include, but not limited to: (Retirement income planning, Business exit planning)
- Typically 3-5 meetings
- Financial organization, education, coordination, and integration amongst all four financial domains:
- Cash flow
- Assets
- Liabilities
- Protection
* Scope of work is proposed on a case by case basis and is determined by earned income and net-worth
* Project model (1 year period)
Professional Wealth Management
- Help manage investor behavior through education
- Understanding your risk tolerance based on your beliefs, behaviors, attitude and time horizon
- Alignment between you and the appropriate wealth manager
- Ongoing research and due diligence on wealth management offerings
- Review of tax efficiency
- Portfolio rebalancing
- Regular market update
performance conference calls with portfolio management team member - Annual review
* Fee is determined by account size
* Advice is limited to assets under our management
Transactional
- Life Insurance
- Disability Insurance
- Long-term care
- Fixed annuities
- Mutual funds
- ETFs
- CDs
- Variable annuities
- Individual securities
- Traditional IRAs
- ROTH IRAs
- Non-qualified
- SEPs
- Simple IRAs
- 401(k)s
- Group benefits