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Our Services

Premier Level Planning

Premier Level Planning

What You Receive: Comprehensive Written Financial Plan, Semi-Annual Financial Plan Meeting, Chief Financial Officer Treatment

Services Provided:

  • Investment Oversight Service
  • Cash Flow & Budget Planning
  • Net Worth Calculation & Analysis
  • Tax Reduction Planning
  • Estate Planning
  • Survivorship Planning
  • Long-Term Care Planning
  • Retirement Income Planning
  • Retirement Scenarios Breakdown
  • Business Continuation Planning

Other Resources: Monthly Educational Newsletters, Educational Event Invitations, Access to the Client Portal

Gold Medal Services

Gold Medal Services

What You Receive: Financial Action Checklist, Annual Investment Review Meeting, Annual Tax Planning Meeting

Services Provided: 

  • Investment Oversight Service
  • Cash Flow & Budget Planning
  • Tax Reduction Planning
  • Insurance Planning
  • Retirement Income Planning

Other Resources: Monthly Educational Newsletters, Educational Event Invitations, Access to the Client Portal

Introductory Services

Introductory Services

What You Receive: Annual Investment Review Meeting

Services Provided:

  • Investment Portfolio Management
  • Insurance Recommendations

Other Resources: Quarterly Educational Newsletters

Premier Level Planning

Learn About You

Meet with you to collect your crucial documents and interview you to learn more about your goals

Go to the Drawing Board

Analyze your situation to determine your current financial trajectory

Check-In With You

Hold a second meeting to review a rough draft of your financial plan and the assumptions we're making

Finalize Analysis

Make final adjustments to financial plan

Recommend Course of Action

Hold a wrap-up meeting to make formal recommendations 

Implement and Review

Update financial plans as needed and act as your accountability partner to get things done

Gold Medal Services

Financial Action Checklist

Financial Action Checklist

Create strategies that are tailored to help meet your goals

Annual Investment Review

Annual Investment Review

Hold a meeting to review your portfolio assets and reevaluate level of risk

Annual Tax Planning

Annual Tax Planning

Hold year end tax planning meeting to make proactive tax planning recommendations

Introductory Services

Annual Review Meeting

Hold a meeting to review portfolio assets and reevaluate level of risk

Investment Portfolio Management

Track investment performance and recommend high quality investments 

Insurance Recommendations

Review current life, disability, and long term care policies and implement necessary changes