Our Advice Level of Service

• 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

• 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

• 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.