Premier Package

You’re within sight of where you want to be (or already living the life you’ve wanted). You want to be diligent and smart to make sure what you’ve built is optimized, maximized, and maintained to live the life you want with the people you care about.

You’ve built a $1,000,000 + portfolio

  • Wealth Roadmap
  • Comprehensive Wealth Plan
  • Proactive Asset Management 
  • Active Retirement Plan Management (401k, 403b, 457)
  • Semi-Annual progress sessions
  • Quarterly contact with your dedicated Wealth Advisor
  • Ongoing advice/ consulting
  • Annual updates to:
    • Your Wealth Roadmap Financial Plan
    • Estate plan
    • Tax plan
    • Risk management
  • Access to our network of trusted professionals
  • Access to advanced investment strategies
  • Online View/ Progress Tracking
  • Education bank/ resources

$2,499 (one-time)
Asset Management Fee

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