Continuous Service Gold

Ongoing help and support - $800-$1000 per quarter
  • Organize

    Take charge of your spending, taxes, and financial records.

  • Update

    Review financial goals, retirement, and beneficiaries.

  • Review

    Assess your debt, savings, and insurance options.

  • Plan

    Year-end planning and execution on next year.

$3,300 per year

 

Stay on track

  • Areas Where We Help

  • 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

  • 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)
  • Bi monthly e-mail newsletters/alerts
  • Advisor Hotline – regular access to your advisor via e-mail
  • Kiplinger’s or Money Magazine subscription

  • 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 (one, up to one-hour intervention per year).
  • 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.
  • 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).

  • Benefits

  • Frequent access to your advisory team
  • Clear picture of your finances to give you confidence and peace of mind
  • Accountability & monitoring to help measure success and progress

  • Monthly coverage of important topics
  • Financial empowerment for you and your family
  • Improved communication around money