Value Proposition

"Price is what you pay, value is what you get"- Warren Buffet

Approximate portfolio value $

Cost of advice: $= %nomina

Team of CFPs, CPAs, attorneys

Organized financial life- all 8 areas

Transparency- dollars and percentages

Communication

-weekly market update

-proactive, keep you on track

Financial planning

-annual goals and investment meeting

-planning checklist

-comprehensive goal tracking( retirement, college, homes, cars, etc.)

-goal progress

-probability of success/ probability calculator

-written implementation schedule

Tax -tax planning 

-annual tax meeting

-tax advice and return reviews

Investment

-comprehensive investment advice

-investment strategies

-investment management

-investment policy statement

-tax effective income planning

Estate Planning

-estate planning advice

-legacy organizer

-beneficiary audit

-legacy planning

Risk management services

-Risk management checklist

Insurance

- Insurance analysis

-annuity analysis, comparison, and re-allocation plan

-Insurance planning

-annual Medicare review

Debt

-debt analysis

-debt elimination planning and action plan

Cashflow

-lifestyle cashflow analysis and planning

-cash reserve management

-cashflow management