Ramp Up Your Financial Plan in 2020

Navigation Support GOLD

PRICE: $3,800 per year: For existing clients.

Navigation Support Gold

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.)
  • Estate Planning

Features of the service::

  • Four scheduled online/in-person meetings per year
  • Monthly Webinars (covering topics above)
  • Quarterly Bootcamps (covering topics above)
  • Status updates on financial goals and action steps (Accountability & Monitoring)
  • Money manager/Broker three-way conference call (if requested).
  • Intervention assistance with bank, insurance company, credit card company, or securities custodians to help with problem resolution.
  • Quarterly reviews and summary reports of investment performance.
  • One-hour training session via phone on software, website, topic or issue to facilitate your use/knowledge.
  • Five additional annual billable hours at 50% of hourly rate.
  • Up to one-hour annual complimentary telephone advice for an immediate family member to include parents and children (excludes grandchildren who can use the discount billing rate up to 5 hours).
  • Bi monthly e-mail newsletters/alerts
  • Advisor Hotline – regular access to your advisor via e-mail
  • Magazine Subscription (Kiplinger’s)
  • $3,800/year continuous service pricing in Year 2