Financial Planning
Wealth Management
Financial Planning
Retirement Roadmap | $3,250
- A detailed financial planning engagement intended for those already retired and are concerned about turning their nest egg into a paycheck, minimizing their tax liability and being certain their portfolio is suitable for their retirement.
- Typically for those in their early-60s and beyond.
- Includes written recommendations, retirement and cash flow projections, Roth IRA conversion opportunities, 2-year Tax Planning, current portfolio review, Asset Allocation plan, and proposed portfolio.
- Basic review of Estate Planning, life, and long-term care insurance needs.
- Email and telephone support is provided for 30 days after the meeting.
Retire Successfully | $3,750
- A detailed financial planning engagement intended for those looking to retire in 10 years and want to be sure they are prepared to maintain their lifestyle.
- Typically for those in their mid-50s to mid-60s.
- Includes written recommendations for appropriate savings strategies, income Tax Planning and projections, Social Security Maximization analysis, current portfolio review with a focus on Asset Location and tax management, and proposed portfolio.
- Basic review of Estate Planning, and life, disability, and long-term care insurance needs.
- Email and telephone support is provided for 30 days after the meeting.
CORE FINANCIAL PLAN | $2,650
- A detailed financial planning engagement intended for those in the beginning stages of looking at when they might retire and wondering if they are on track to do so successfully.
- Typically for those in their mid-40s to late-50s.
- Includes written recommendations, retirement and cash flow projections, current portfolio review, Asset Allocation plan, and proposed portfolio.
- An add-on is available for Education Planning, if needed.
- Email and telephone support is provided for 30 days after the meeting.
FINANCIAL CHECK-UP SESSION | $750
- A single meeting that addresses one or two financial issues of greatest concern. This is a consultative session.
- The deliverable is a one-page financial plan detailing the steps discussed.
- Most appropriate for first time planners looking for guidance in budgeting, saving and investing.
- Appropriate topics for discussion include: 401(k) investment choices, college savings strategies, and basic retirement forecasting.
- Email and telephone support is provided for 30 days after the meeting.
Wealth Management
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$1,000,000 and Under |
$1,000,000 and Above |
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| Investment Management | ||
| Annualized Asset-Based Fee |
1% |
1% – 0.25% |
| Portfolio Monitoring |  |
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| Trading | |
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| Capital Gain/Loss Evaluation | |
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| Investment Policy Statement | |
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| Daily Cash Monitoring | |
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| Asset Allocation | |
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| Asset Location | |
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| Dollar-Cost-Averaging | |
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| Periodic Investment Plans | |
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| Periodic Distribution Plans | |
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| Risk Tolerance Updates | |
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| Retirement Projections and Updates | |
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| Cash Flow Planning | |
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| Tax Planning | |
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| Social Security Maximization | |
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| Wealth Management | ||
| Education Planning | These services are available upon request under a separate planning agreement. Fees will be quoted at that time. | |
| Insurance Analysis | |
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| Financial planning for children | |
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| Real Estate Analysis | |
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| Retirement Distribution Strategy | |
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| Roth conversion Analysis | |
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| Charitable Giving Strategy | |
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| Estate Planning | |
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| Business Entity analysis | |
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