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Comprehensive Financial Plan

Discover

  • Discovery and Goal Definition Meeting
  • Full Service Data Entry in Planning Software

Design

  • Executive Summary
  • Cash Flow Statement
  • Net Worth Statement
  • Comprehensive Investment Planning
  • Retirement Planning
  • Time Segmented Retirement Distribution Planning
  • Education Planning
  • Age 70 1/2 Tax Trap Assessment and Coordination Plan
  • Debt Elimination Strategies
  • Asset Protection Strategies
  • Family Generational Consulting and Planning
  • Comprehensive Life and Disability Insurance Audit
  • Comprehensive Long-term Care Analysis
  • Tax Analysis (Latitude External Resource)
  • Estate Plan and Trust Review (Latitude External Resource)
  • Social Security Optimizing
  • Restricted Property Trusts

Monitor and Report

  • On-demand Account Performance Reporting
  • Online Account Access
  • Unlimited Priority Phone Consultations
  • Quarterly Investment Strategies Review
  • Annual Net Worth, Retirement and Goals Progress Updates
  • 24 X 7 Email Support

  $300 per month (10% discount available for annual)