LOOKS LIKE YOU MIGHT NEED
Wealth Management is a comprehensive approach to all parts of a client’s financial life. This service bundles financial planning services and investment management together for one fee. Clients are able to elect or opt-out of additional services.
A detailed financial planning engagement intended for those taking a serious look at when they might retire and are concerned that their portfolio needs a second opinion. Typically for those in their mid-40s to mid-60s. Includes written recommendations, retirement and cash flow projections, Social Security maximization analysis, current portfolio review, asset allocation plan, and proposed portfolio. Also includes basic review of estate planning and life, disability, and long-term care insurance needs. Email and telephone support is provided for 30 days after the meeting.
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