We will ask you to bring some financial information for your visit for discussion. It will give us an opportunity to get to know each other, talk about what is on the top of your mind, what is causing stress, and decide if working together will be a good fit for both of us moving forward. After the visit we will create a personal proposal for you that describes the services that you would benefit from and associated fees. We want to be able to discover the specific areas where we can work together to help make a difference in your life. Our goal is to help you get to yours!
Complete holistic planning (incorporating the bucket planning strategies) and wealth management to help protect and grow your assets to pursue a worry free retirement. Financial coaching all year round because life gets in the way and we are here to help you manage the curve balls.
Client Goals: To delegate analysis and decision making to a trusted advisor regarding all aspects of holistic financial life.
These clients see total wealth management as the ability to have their financial lives planned completely in a thoughtful manner, helping to remove the burden of worry.
Our Comprehensive Planner clients require total management of holistic wealth. Investment, estate planning strategy issues and risk management.
We will review, on a quarterly basis, all financial issues relating to:
$295- Initial 1-hour consultation visit
$1495-$4995 for Initial Plan
Updates to initial plans to include other areas not initially covered $1500.
$100 per month to have us on retainer and be available to answer all questions and help solve financial problems.
Management for wealth accumulation, preservation and distribution strategies. Helping to make sure your money is well diversified and there when you need it most.
Excellent choice for folks who want investment management combined with financial coaching to pursue financial goals and free up more of their valuable time. This option allows you to focus on enjoying your life and doing what you love.
Annual Advisors Asset Management Fees:
$10k - $250k - 1%
$250k - $1M - .85%
$1M - $5m - .75
$5M+ - .50
You may have one or two financial issues that have come up that you need to collaborate with a financial profession to find solutions for. They may be questions about specific issues or products that we can help establish or resolve. Sometimes strategically looking at solutions for positioning assets to plan for or mitigate the risks and dangers that come up. Folks come to us to help with the sudden loss of a spouse/partner, divorce, marriage, getting to and paying for college, retiring from work and needing to rollover their 401k, social security choices and Medicare issues. These represent a few of the issues folks need financial advice for, there are many more that may come up for you. We want you to know we are here to help you get the answers and direction you need.
Client Goals: To address specific financial issues such as:
Our clients who engage us for this particular service want guidance on specific solutions for a specific situation or goal.
We will engage in an initial review to determine the scope of the project or questions. The engagement ends once the product is established/question is resolved.
Long-Term Care insurance is available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts. Long-Term Care insurance is not underwritten nor issued by National Life Insurance Company.
Planner: $185 /hr., as a planning client, our hourly rate gives us the ability to help you with more advanced or complex issues such as divorce, college planning, pension analysis, retirement analysis, estate planning strategies, and tax planning strategies. As well as collaborating and working with your CPA, attorneys or other advisors to provide analysis or discuss best options for a specific situation.
Project Fees: By Quote (Sometimes this makes more sense and is more cost efficient than hourly fees)
Our insurance related clients have limited needs or a very specific need to discuss. These needs can be solved by implementing new ideas and strategies that entail using life insurance, disability insurance, long term care, business insurance, Medicare supplements and annuity strategies to name a few. If a client engages us to help solve a problem that an insurance related product is called for, we are compensated by the insurance company directly. The fees/commissions that the insurance company will pay to us in most cases doesn't affect your initial investment into the programs. Because we are paid from the insurance companies, we do not charge you a fee.
Client Goals: To address a specific need such as:
Long-Term Care and Disability insurance are available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts. Long-Term Care and disability insurance are not underwritten nor issued by National Life Insurance Company.
Finding the Balance
Retirement and Quality of Life
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