Corporate Planning

Executives

ONGOING FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

A dedicated financial planning team led by at least one CFP^®
Customized advice for each clients unique situations
A financial plan that is updated and revised annually
An open-door policy with a 12-24 hour response time
All financial information is in one easy to use location on your own personal website
Coordination of implemented strategies with other advisors - CPA/Attorney

Annual financial planning fee and quarterly investment management fee.

GOALS-BASED FINANCIAL PLANNING

One-time fee based on complexity.

INVESTMENT STRATEGY WITH PORTFOLIO MANAGEMENT

Investments managed by a dedicated team of investment professionals, including a CFA^®
A minimum of one annual meeting with your advisor
An investment strategy designed based on risk tolerance, time horizon, and tax sensitivity
24-48 hour response time to your requests

Percentage of assets based on account size, billed quarterly.

TAILORED FOR YOUR COMPANY'S UNIQUE NEEDS

Strategies to reduce the fiduciary risk for plan trustees
Independent plan benchmarking to ensure the company is utilizing an appropriate platform
Investment selection, monitoring, and recommendations to stay compliant with an investment policy statement
Fee analysis that focuses on the "all-in" cost of the plan
Formal employee education program

Flat fee or percentage of assets depending on plan size