Premier+ Package
You’ve living the life you want and want to make smart decisions to maintain and maximize your wealth. Cash flow, stewardship and charitable endeavors (advanced income and estate planning) may be on your mind.
You’ve built a $2,000,000 + portfolio
- Wealth Roadmap
- Comprehensive Wealth Plan
- Proactive Asset Management
- Active Retirement Plan Management (401k, 403b, 457)
- Access to advanced investment strategies
- Semi-Annual progress sessions
- Bi-monthly communication with your dedicated Wealth Advisor
- Ongoing advice/ consulting
- Annual updates to:
- Your Wealth Roadmap Financial Plan
- Estate plan
- Tax plan
- Risk management
- Collaboration with your trusted professionals
- Income Plan
- Advanced Estate Planning
- Generational Planning
- Access to our network of trusted professionals
- Online View/ Progress Tracking
- Education bank/ resources
$2,499 (one-time)
+
Asset Management Fee