Holistic Service Model
Custom, Goal-Driven Planning
Our plans address the accumulation, preservation, distribution, or legacy needs of our clientele. A single fee of 1.35% covers annual council and all services included on our wealth management platform.*
Features & Benefits
- Affiliation with a top 5 RIA in the United States for Wealth Management and custodial services
- Initial plan creation, ongoing advice, and dynamic updates
- Advanced cash flow analysis and budgeting
- Personal planning website, vaulting, and mobile account aggregation for monitoring
- Advanced benefit, pension, and social security optimization strategies
- Stock option planning
- Advanced benefit, pension, and social security optimization strategies
- Comprehensive risk management overview concerning the benefits and tax advantages of personal or commercial life, health and casualty coverages
- Proper accumulation, preservation, or distribution investment strategies
- Introduction to accredited investment strategies in credit, equity, or alternatives
- Tax analysis, planning and preparation with our CPA team
- Advanced IRA, trust, or charitable giving strategies
- Estate legacy and trust planning with referrals to local strategic partners
- Small business planning
- Semi-Annual reviews and unlimited consultative access
* 1.35% fee applies to managed assets of $500,000 and above. Fees for lower asset levels are available on request.
