Fee-Based Service Model

Financial & Retirement Planning, as well as Advanced Holistic Planning

Bronze

  • The Bucket Plan Planning Process
  • Cash Flow Analysis
  • Volatility Tolerance Analysis
  • Portfolio Recommendation
  • Life Insurance Audit
  • Medicare Insurance Evaluation
  • Periodic Review Meetings

Silver

  • Includes Bronze Benefits
  • Family Estate Organizer
  • Social Security Optimization
  • Advice on Outside Accounts
  • Asset Sheet
  • Beneficiary Designation Review
  • Priority Access

Gold

  • Includes Bronze & Silver Benefits
  • Back-testing Software Solutions
  • Investment Audit
  • Legal Document Review
  • Probate Avoidance Strategies
  • Term Care Risk Mitigation CPA

Platinum

  • Includes Bronze, Silver, & Gold Benefits
  • Prepare Tax Return
  • 3 Year Tax Audit
  • Income Tax Reduction Strategies
  • Roth Conversion Bracket Bumping
  • Estate Tax Reduction
  • Charitable Tax Planning