Financial Planning
Financial Planning Service Packages
Back to Basics
A La Carte: Pay as you go.
Time to Step Up
A Financial Planning Approach
to Build Your Vision
It's Personal
Time to Step Up
and Include Tax Preparation
It's Personal and Business
Time to Step Up and Include proper tax planning techniques.
Meetings: Annual
Meetings: Quarterly
Meetings: Quarterly
Meetings: Quarterly
Services Offered:
- One Time Financial Plan Preparation
- One Time Tax Return Preparation for Business and Personal
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
- Investment Management
Included:
- Wealth Vision Membership
- Unlimited Online Storage Space
- Investment Management and Research Tools
- What “IF” Scenarios
- Life Insurance Analysis
- Disability Insurance analysis
- Long-Term Care Analysis
- Education Planning
- Employee Tax Preparation – no additional charge
Included:
- All Services Listed in Time to Step Up
- Self-Employed/Rental Owner Tax Preparation – no additional charge
- Tax Advice Around Estate Planning
- Tax Advice Around Charitable Giving
- Tax Advice Around Wealth Transfer
Included:
- All Services Under It’s Personal
- All services Under Time to Step Up
- Business Tax Returns Including Partnerships, S-Corp and, C-Corp Filings
Commissions/Fee Per Service or Product
Membership: $50/month
Waived with $100,000 AUM
Membership: $75/Month
Waived with $125,000 AUM
Membership: $100/Month
Waived with $150,000 AUM
