Service options
Priority Need Scope
- Access to full suite of investment and risk management products and solutions
- Full execution of all steps required to establish contracts
- Minimum one phone meeting per year
Foundation Scope
- Net worth statement
- Current cash flow analysis
- Asset allocation, including company 401K
- Risk management analysis
- Debt management strategies
- Accumulation capital projection
- Tax efficient financial strategies
- Pension and executive bonus analysis
- Initial retirement projection
- Written financial plan
- Minimum one face to face meeting per year
- Consultation as needed
- Enrollment of monthly newsletter
- Access to financial planning portal, financial aggregation, and storage
Accumulation scope
- Tax advantage asset allocation
- Monte Carlo analysis
- Goal based execution
- Asset protection
- Estate planning discussion
- Coordination with your other advisors*
- Access to legal documentation storage
- Written financial plan
- Minimum one face to face per year
- One conference call per year
- Enrollment in monthly newsletter
- Access to financial planning portal, financial aggregation, and storage
distribution scope
- Detailed retirement income, expectations and solutions
- Health care during retirement
- RMD forecasting and strategies
- Asset allocation scenarios in Income for Life
- Modeling
- Social security timing analysis
- Written financial plan
- Minimum two face to face meetings per year
- Two conference calls per year
- Enrollment in monthly newsletter
- Access to financial planning portal, financial aggregation, and storage
Legacy scope
- Tax advantaged wealth transfer
- Charitable giving scenarios
- Business continuation and succession
- Trust funding
- Written financial plan
- Minimum quarterly face to face meeting
- Enrollment in monthly newsletter
- Access to financial portal, financial aggregation, and storage
