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