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Annual Financial Plannning and Investment Management Service
Annual Financial Planning and Investment Management Service
This arrangement follows the Financial Planning Snapshot service and includes investment management as well as on-going financial planning services:
- Monitoring and analysis of cash flow, taxes, asset allocation, and investments.
- Scheduled reviews of retirement (projections and options), insurance, education funding, estate plans, goal and objective setting, and special needs planning.
- Unlimited meetings and telephone support.
- Portfolio asset management
- Quarterly or semi-annual reviews are provided depending on personal needs
- Face-to-face meetings throughout the year.
Cost is based on 0.75% of client's assets managed or monitored, or on a flat fee where asset management is not involved. Fees are reviewed annually and billed quarterly in arrears.