Broker Check

Levels of Partnership

<strong>Premier Client</strong>

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
<strong>Prestige Client</strong>

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
<strong>Private Client</strong>

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.)

Have a Question

Thank you!
Oops!