Services
OnGoing Financial Planning Services starting out as low as $25 a month for select clients.
OnGoing Financial Planning
As low as $25 Monthly — This is an ongoing financial plan service that provides clients with all the aspects of financial planning and support from us along the way. Pricing is determined by the net worth of the individual and what the clients intends to do financially in the future.
The Perpetual Financial Planning will address any or all of the following areas of concern. These areas may include, but are not limited to, the following:
Establishing and defining the client-planner relationship
Gathering client data and determining goals and expectations
·Analyzing and evaluating the client’s financial status
Developing and presenting the financial planning recommendation and/or alternatives
Implementing the financial planning recommendations
Monitoring the financial planning recommendations
Business Planning
Cash Flow and Debt Management
College Savings and Planning
Employee Benefits Optimization
Estate Planning (in conjunction with an estate focused attorney)
Insurance
Investment Analysis
Retirement Planning
Risk Management
Tax Planning
Investment Management
% AUM FEE, Look below for percentage brackets. — Already have a financial plan in place, but just need help managing your investments? The investment management will do just that. We will determine the appropriate asset allocation of your investments based on your risk tolerance and financial goals. Also, construct an optimized portfolio based on intensive research of investment options available to you. Then focus on low-cost investment options that have similar returns to higher-cost investment options. We will also evaluate your portfolio on an annual base and rebalance it as needed. You will also have access to online tools that will allow you to view your investment accounts that we manage.
Accounts We Manage:
Brokerage Accounts
Education Accounts
Retirement Accounts
Business 401K
Account Value Annual Advisory Fee
$0-$500,000 1.00%
$500,001-$1,000,000 0.75%
$1,000,001 and above 0.5%