Keep your financial plan on course 2021

Navigation Support Package: SILVER

$2,200 PER YEAR

YOUR GOALS ARE OUR PASSION.

We know 2020 has been a struggle. At one point or another, you’ve felt defeated and overwhelmed. Begin 2021 with a resolve to take control and empower yourself and your financial well-being.

Too much debt? No retirement plan? No college savings for your children? Yes, it’s a lot to think about, and being overcome by panic is normal, but what you do now can change your life.

*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.

Begin 2021 with a resolve to take control and empower yourself and your financial well-being.

We provide planning for all aspects of your financial life including:

 

  • Spending/Budgeting &  Debt Management
  • Healthcare/Employee Benefit Plans
  • Insurance review
  • College & Retirement Planning
  • Portfolio Rebalance
  • Tax Analysis (year-end, savings, etc.)

Features of the service:

  • Two Planning Session Per Year
  • Monthly Webinars
  • Quarterly Bootcamps
  • Status updates on financial goals and action steps
  • Accountability & Monitoring
  • Weekly E-mail newsletters/alerts
  • Advisor Hotline – regular access to your advisor via e-mail
  • Magazine Subscription (Kiplinger’s)

    New benefits added for 2021

    • Chalk Talk Personal Finance Club FREE Membership
    • Discount on MainStreet’s Tax Preparation Services for 2021