Individual Services
Individual
Financial Planning Services*
A comprehensive financial plan includes all the services
listed below as well as a review of your current investments.
As an alternative you may wish to focus on just one
specific aspect of your financial plan, such as retirement
planning. Whichever
you choose, you will be provided with financial reports and
detailed written reviews that are personalized to meet your
needs. To begin
the process, we will send you an information package then
meet with you to discuss how we may assist you in achieving
your financial goals.
Compensation may include fees and/ or commissions depending
upon the type of account or services you choose. Full fee
disclosure will precede establishment of all accounts and
services. Ticket charges may also apply to securities
transactions. Financial planning fees are based on the
complexity of your situation, the scope of the analysis, and
the expertise required to prepare the analysis. Our
professional hourly rates range from $150 to $250. Portfolio
management services are typically provided on a fee basis,
with fees ranging from 0.25% to 1.20% of the assets managed.
-
Investment
Management/ Portfolio Allocation
-
Analysis
of holdings
-
Determine
personal risk tolerance
-
Current
to recommended model comparison
-
Measure
expense and risk of portfolio
-
Performance
reports for managed accounts
-
Retirement
Planning
-
Cash
Flow/ Budget Analysis
-
Income
Tax Analysis
-
Education
Funding
-
Insurance/
Risk Management
-
Estate
Planning
The
aforementioned material is a product or service listing and
is not intended to be an offer for the sale of securities.
Securities products are offered by prospectus only.
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