The Wealth Management Retainer provides the highest levels of individualized attention, with a special emphasis on tax efficiency and reliable cash flow.
Provides a full financial plan covering:
- Tax Planning and Preparation
- Advanced Charitable Planning
- Record Keeping
- Specialized Cash Flow Management and Budgeting
- Life Planning and Goal Setting
- Insurance Review
- Estate Planning and Intergenerational Planning
- Asset Allocation and Investment Selection with Advanced Investment Strategy
- Retirement and College Planning
An open retainer, allowing clients as much time as needed to answer all their questions without increasing fees, the Wealth Management Retainer provides the highest level of ongoing guidance.