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FINANCIAL PLAN PRICING

MINI PLAN – BUILDING YOUR FUTURE -
$1,000

The purpose of the Mini Plan is to provide a clear path for working toward long-term goals – typically retirement and education. Emphasis is placed on balancing current lifestyle needs with debt reduction, asset and survivor protection, and long-term goal planning. Fee includes online access to eMoney and two financial planning meetings during the first twelve (12) months of our association, commencing with the date of the signed agreement. The advisor does not have discretionary authority.

Mini plan - building your future includes:

  • Asset Allocation 
  • Beneficiary Review 
  • Current Cash Flow Analysis 
  • Cash Reserve Planning 
  • Debt Reduction Plan 
  • Disability Income Planning 
  • Education Planning
  • Employee Benefit Review 
  • Investment Planning 
  • Mortgage/Debt Analysis 
  • Personal Balance Sheet 
  • Personal Tax Planning 
  • Retirement Projection 
  • Survivor Planning 

RETIREMENT INCOME AND DISTRIBUTION PLAN - $2,500

The purpose of the Retirement and Income Distribution plan is to give clients clarity on whether and when they will have enough financial assets and income to make work optional. If the client is already retired, the plan will provide guidance on a sustainable level of spending. Consideration will be given to tax efficiency and optimal timing for various income sources, including Social Security, pensions, life insurance cash values and IRA distributions. Long-term care planning and estate planning will be emphasized. Plan will include up to three different scenarios regarding retirement timing, downsizing/relocation, etc. Fee includes online access to eMoney and three financial planning meetings during the first twelve (12) months of our association, commencing with the date of the signed agreement. The advisor does not have discretionary authority.

Retirement income and distribution plan includes:

  • Asset Allocation 
  • Beneficiary Review 
  • Lifetime Cash Flow Analysis
  • Charitable Planning
  • Cash Reserve Planning
  • Debt Reduction Plan
  • Education Planning
  • Employee Benefit Review 
  • Estate Planning Strategies
  • Insurance Analysis 
  • Investment Planning 
  • Long-term Care Planning 
  • Mortgage/Debt Analysis 
  • Pension Benefit Planning 
  • Personal Balance Sheet 
  • Personal Tax Planning 
  • Probability Analysis 
  • Real Estate Analysis 
  • Retirement Planning 
  • Retirement Tax Arbitrage 
  • Social Security Planning 

COMPREHENSIVE WEALTH MANAGEMENT PLAN - $5,000 to $10,000

The purpose of the Comprehensive Wealth Management Plan is to help high-net-worth individuals make the most of their financial resources. Beyond the basics of financial and retirement planning, the Comprehensive Wealth Management Plan may address issues such as business transition/succession, intergenerational wealth transfer and charitable planning. The fee is determined by the level of complexity and time estimated to adequately prepare the plan. Fee includes online access to eMoney and all meetings for the first twelve (12) months of our association, commencing with the date of the signed agreement. The advisor does not have discretionary authority.

Comprehensive wealth management plan includes:

  • Asset Allocation 
  • Beneficiary Review 
  • Business Transition or Succession 
  • Cash Flow Analysis 
  • Charitable Planning 
  • Cash Reserve Planning 
  • Debt Reduction Plan 
  • Education Planning 
  • Employee Benefit Review 
  • Estate Planning Strategies 
  • Greatest Probability Strategy™ – Your Step-by-Step Implementation Plan 
  • Insurance Analysis 
  • Investment Planning 
  • Mortgage/Debt Analysis 
  • Pension Benefit Planning 
  • Personal Balance Sheet 
  • Personal Tax Planning 
  • Probability Analysis 
  • Real Estate Analysis 
  • Retirement Planning 
  • Retirement Tax Arbitrage 
  • Social Security Planning 
  • Wealth Transfer Planning 
  • Written strategy and tactics for each goal

Call us anytime with questions, 541-633-7728.

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