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