Broker Check

Levels of Partnership

At Premier Planning Partners we provide a valuable service to our clients through our levels of partnership platform. Our comprehensive, cross-disciplinary approach enables us to be an extension of family and business, providing for better decision-making over long periods of time. 

Premier Client  
The benefit for our Premier clients includes:
⦁ Consultation agreement renewed annually with a complete analysis of your current situation
⦁ Annual Face to Face meetings to review 
⦁ A personal annual planning review meeting
⦁ Quarterly detailed investment reports
⦁ Analysis of your current and future income needs to drive investment decision making
⦁ Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs  

Prestige Client 
The benefit for our Prestige Clients includes:

⦁ A situational financial plan addressing the financial concerns that are most important to you
⦁ Custom financial website that aggregates all your financial holdings
⦁ A personal annual planning review meeting
⦁ Investment review meetings
⦁ Investing in future generations through family legacy planning and coordination
⦁ Priority response and answers to needs and concerns
⦁ Quarterly detailed investment letters
⦁ Analysis of your current and future income needs to drive investment decision making
⦁ Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs   

Private Client 
The benefit for our Private Clients includes:

⦁ Comprehensive financial plan addressing all areas of total financial wellbeing
⦁ Personal Website that aggregates all your financial holdings.
⦁ Semiannual client appreciation event invitations for you and guests
⦁ Access to trust services
⦁ Customized quarterly face to face meetings to address goals and investment allocations.
⦁ Investing in future generations through family legacy planning and coordination
⦁ Priority response answers to needs and concerns
⦁ Attention beyond the financial realm on special occasions
⦁ Quarterly, detailed investment letters
⦁ Weekly, accessible market email
⦁ Analysis of your current and future income needs to drive investment decision making
⦁ Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs
⦁ Coordination with other trusted advisors (CPA, Attorneys, etc.)