What our Financial Advisors Do
Gold Level Services:
- Highly Pesonalized Service
- Indentify investment objectives, goals and risk tolerance
- Riskalyze(r) Risk Model Program
- Develop financial plan using planning tools and risk models
- Develop customized Client Investment Policy Statement
- Develop formal investment plan designed for your specific needs, goals and objectives
- Independent and Objective review of products and services in the marketplace
- Review and analyze existing investments and life insurance.
- Review of your tax return-Accountant referral if needed
- Ongoing monitoring of specific financial planning goals
- Quarterly update and education meetings
- Advice and analysis of all aspects of your financial life including major purchases, (IE: cars, houses, RV's rental properties) retirement plans, college plans, estate plans, life insurance needs and any other investment programs.
- Consulting and evaluation of risk management
- Close monitoring and control over investment costs
- Active management of taxes in non-qualified account
- Portfolio rebalancing to manage risk
- Comprehensive account aggregation for your family's entire financial life
- Communicate changes in global capital markets and any significant events
- Use of new technology to deliver efficient experience
- Fees aligned with comprehensive wealth management-no transactions
- Financial Wellness-responsible for managing all aspects of your financial plan. Personalized notebook tool.
- Timely response to any questions or concerns regarding investments or financial matters
Silver Level Services:
- Personalized service
- Riskalyze Risk Model Program (r)
- Develop Client Investment Policy Statement
- Develop investment plan to your specific needs, goals and objectives
- Independent and Objective review of products and services in marketplace
- Review and analysis of existing investments. Semi annual review
- Active Management of taxes in any non-qualified account
- Systematic portfolio rebalancing to manage risk
- Account aggregation for family's entire financial portfolio and plan
- Communicate with changes in global capital markets and any significant event
- Ongoing evaluation of results and performance
- Timely response to any questions or concerns you have regarding investment portfolio or financial matters
Bronze Level Services:
- Indentify investment objectives, goals and risk tolerance
- Riskalyze Model Program (r)
- On-going monitoring of specific financial planning goals and objectives
- Independent and Objective review of products and services in the marketplace
- Access to low -cost ETF/mutual fund model investing based in risk tolerance and goals
- Access to financial advisor review annually.
Fee Pricing for Gold, Silver and Bronze Level Services are available upon request. We also offer financial planning consultation services for a fee. Call for more details.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
jkirwan@carolinafinancialpartners.com | 704-845-1058