Keep Your Financial Plan On Course 2020

Navigation Support Package: SILVER

PRICE: $2,200 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.

    *Money Magazine no longer offers subscriptions, and we are now offering an annual subscription to Kiplinger.

Navigation Support Silver New!

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:

  • Two 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
  • Magazine Subscription (Kiplinger’s)