Solutions For...
Individuals and Families
- Investment and tax planning
- Comprehensive estate planning
- Retirement planning ideas and strategies
- Divorce planning
- What to do with "collections"
Small Business Owners
- Retirement planning ideas and strategies
- Business succession planning
- Alternative ownership structures
- Tax planning and valuation planning
Physicians
- Compensation strategies
- Investment and tax planning
- Asset protection strategies
- Comprehensive estate planning
Professional Athletes
- Independent review of contracts and financial arrangements
- Portfolio management
- Tax planning
- Asset protection strategies
- World wide access to personal data
The Three Levels of Service
Silver: Initial Planning Analysis
What we offer: A comprehensive financial analysis appropriate for the client who wants a thorough, professional and objective analysis of their entire financial situation. The focus is the clarification and setting of financial and life goals. Also included is assistance with the implementation of planning ideas and periodic contact with the advisor. Our most successful clients started working with us utilizing this planning process. Fees for this service level begin at $2000. After the first year, consultation will be based on complexity and length of time between reviews. Fees will be invoiced to the client.
Orange: Ongoing Advisory Services
What we offer: A retainer relationship which may include business or practice management services, implementation of investment recommendations, quarterly portfolio evaluations, consultation and advice throughout the year on financial planning issues and assistance with the implementation of suggested planning techniques. There is a minimum annual fee of $3000, agreed upon in advance for this level of service. Fees are paid by direct invoice to the client or may be charged as advisory fees for assets under management, calculated quarterly.
Blue: Comprehensive Wealth Management
What we offer: All the benefits of our Orange Advisory Services relationship plus a higher level of assistance with significantly more complex issues. This includes working directly with the clients other advisors (e.g., attorney, accountant), specialized planning to include business retirement and management strategies, and direct assistance with various planning issues and challenges as they arise. There is a minimum annual fee of $4000, agreed upon in advance for this level of service. Fees are paid by direct invoice to the client or may be charged as advisory fees for assets under management, calculated quarterly.
For a more detailed look at the Three Levels of Service, download the following:
The Three Levels of Serice PDF (150KB)