Service Model
Investment Management
Savers - Accumulators/Backpackers
Discovery Process to Identify Goals and Objectives
Introduction to Financial Planning
Savings Accountability
Educational Events and Information
Asset Based Management Fees
Online Account Access
Annual meetings to review & evaluate investment performance & update overall financial goals.
Financial Planning
Pre-Retirement - Planners/Mountaineers
Discovery Process to Identify Goals & Objectives
Personal Risk Analysis
Asset Allocation & Portfolio Rebalancing
Portfolio Performance Update
Wealth Building and Asset Preservation
401k Distribution Strategies
Beneficiary Planning
Life Insurance/Long term care
Estate & Tax Planning
Educational Events & Information
Children’s Education Planning
Newsletters and/or information on relevant topics/market updates
Asset Based Management Fees
Online Account Access
Annual meetings to review & evaluate investment performance & update overall financial goals.
Wealth Management
In Retirement - Spenders/Summiteers
Discovery Process Identify Goals & Objectives
Personal Risk Analysis
Asset Allocation & Portfolio Rebalancing
Portfolio Performance Update
Wealth Building and Asset Preservation
Newsletters and/or information on relevant topics/market updates
Asset Based Management Fees
Special events
Tax Planning
Estate Planning
In Retirement Planning; Income needs analysis and recommendations
Life Insurance/Long term care
Legacy Planning
Gifting & Charitable Planning
Social Security & Medicare
Trust Services
Facilitate multigenerational family meetings
Quarterly phone check-ins
Online account access
Annual meetings to review & evaluate investment performance & update overall financial goals.