Levels of Partnership

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

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.)