Designed for clients who want Ongoing Financial Planning advice that looks at their whole financial situation

Services offered:

Core Topics

• Financial Position Review
  
  • Cash Flow
    
  • Net Worth
    
• Protection Inventory
  
• Basic Estate Planning
  

Goal Based Topics

• Retirement
  
• Education
  
• Future Financial Position Planning
  
• Estate Planning
  
• Employee Benefits Planning
  
• Investment Planning
  
• Income Tax Planning
  
• Other Accumulation Goals

(High Complexity)
Designed for clients who have complex planning needs requiring multiple professionals

Services offered:

All Ongoing Financial Planning Services, plus:

• Access to Advanced Planning Specialists
  
• Executive Benefits Planning
  
• Divorce Financial Planning

Coordination with Outside Professionals

• Accountants
  
• Attorneys
  
• Business Financial Planning
  
• Special Needs Planning

Designed for clients who want Insurance or Investment Services and do not want to engage in Ongoing Financial Planning

Services offered:

Insurance Services

• Insurance Needs Analysis
  
• Insurance Strategies
  

Investment Services

• Brokerage Products
  
• Investment Advisory Services
  
• Portfolio Analysis
  

Fee for Service Dependent on the Scope of the Engagement

Implementation Cost

• Insurance: Varies based on products
  
• Investment Services: Varies based on products and account types