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SERVICES
ACCOUNT - PORTFOLIO - PLANNING SERVICES
Account Establishment (IRA, Roth IRA, SEP IRA, Simple IRA, 401(K), Individual, Joint, Trusts, TOD, Bene IRA, Charitable,
Corporation, LLC, Partnership, TTEE)
Insurance (Term Life, Medicare, Long-Term Care, Annuities)
Investment Asset Allocation Guidance
Corporate Retirement Plan Rollovers
Account Consolidation
Transaction Services (contributions and/or distributions)
Online Account Access - Basic
Online Interactive Planning Portal (MoneyGuide Pro®)
Corporate Retirement Plan Review
Retirement Planning - Basic
Cash Flow Analysis
Retirement Distribution Planning
Retirement Planning - Comprehensive
Interactions with Other Financial Team Members (attorney, accountant)
Estate & Legacy Planning
Charitable Giving Strategies
Annual Family & Financial Team Meeting
EDUCATIONAL RESOURCES
Quarterly Newsletter
Organizational Binder
Educational Seminars
CLIENT APPRECIATION
Client Appreciation Events
PLAN MONITORING
Portfolio Performance, Plan Review, Goal Review
BUSINESS SERVICES
Business Retirement Services, Company Plans (Simple, SEP, 401(K))
Cash Management
Succession Planning
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