Wealth Management Options
Our focus is on helping you become financially independent by developing and executing a wealth management plan. We offer three options, chose the one that's best for you and your situation.
Planning Service |
Premium |
Premium Plus |
Premier |
Phone Access (Unlimited) |
Yes |
Yes |
Yes |
ClientFirstTM Financial Planning |
Yes |
Yes |
Yes |
Risk Management (Life, Disability, Medical Long-term Care) |
Yes |
Yes |
Yes |
Investment Review |
Yes |
Yes |
Yes |
Tax Planning |
Yes |
Yes | |
Estate Planning |
Yes |
Yes | |
Specialty Planning (Executive Compensation, Charitable) |
Yes | ||
Business Planning (401k, Succession, Key Man) |
Yes | ||
Investment Management | Yes | ||
