Levels of Partnership

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 financial planning review meeting
- Quarterly detailed investment reports
- Analysis of your current and future income needs to drive investment decision making
- Recommendations regarding the 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.)
* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.