Goals:
Planning clients see the value in partnering with experienced advisors to take a holistic approach to defining goals, analyzing options, making informed decisions, and implementing strategies to pursue their financial goals.
Services:
Planning clients work with us to design and implement an integrated financial plan covering selected aspects of their financial life, which can include:
- Building, preserving and distributing wealth
- Portfolio construction
- Asset allocation
- Estate planning strategies
- Life insurance
- College funding
- Retirement planning
Planning clients partner with us initially and over time to manage and maintain their financial plan through ongoing communication and collaboration that reflects changes in their life, planning strategies, law and investment markets.
Fees:
The initial plan fee is a one-time fee that covers the cost of creating a plan, customized to your financial situation, goals, needs, and provides specific recommendations.
Ongoing planning engagements provide annual review and adjustment, advice, and management of financial strategies.
Fees are disclosed at the time of client engagement.
