Ramp Up Your Financial Plan in 2020

Navigation Support GOLD

PRICE: $3,800 per year: For existing clients.
    *Money Magazine no longer offers subscriptions, and we are now offering an annual subscription to Kiplinger.

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