Ramp Up Your Financial Plan in 2020

Navigation Support: BRONZE

PRICE: $1,900 per year: For returning clients whose last visit less than 2 years ago.

*For clients who have not been serviced in over 2 years, an additional $800 fee to revise your existing plan will apply.

Navigation Support: Bronze

Update your financial plan, and let us help you reach your goals! Areas where we work with you:

  • Spending/Budgeting
  • Retirement Planning
  • Debt Management
  • Healthcare/Employee Benefit Plans
  • Life Insurance & Disability
  • Property/Casualty Insurance
  • College Savings
  • Identity Theft/Credit Scores
  • Asset Allocation
  • Tax Analysis (year-end, savings, etc.)

Features of the service:

  • One online meeting to review your financial plan
  • Status updates on financial goals and action steps (Accountability & Monitoring)
  • Bi monthly e-mail newsletters/alerts
  • Advisor Hotline – regular access to your advisor via e-mail once a month