We’re With You…Giving Purpose to Your Planning
…and meeting you where you are in life—accumulating wealth, nearing retirement, or enjoying retirement. We offer three distinct fixed-fee levels of service based on the complexity and requirements of your plan:
| Essential: Lower Time (10 hours) and complexity | $1,500 Annually |
| Intermediate: Moderate Time (10-20 hours) and complexity | $2,500 Annually |
| Premier: Highest Time (20 hours) and complexity | $5,000 Annually |
Accumulation Phase(10+ Years Until Retirement) | Near Retirement Phase | Retirement Phase |
|---|---|---|
Aggregated Account View
| ❱ ❱ | ❱ ❱ |
Portfolio Allocation Analysis and Rebalancing | ❱ ❱ | ❱ ❱ |
Risk Management
| Risk Management
| Risk Management
|
Pre-Retirement Income Calculation
| Retirement Income Needs Analysis
| Retirement Cash Flow Analysis
|
Create Plans for:
| Review Plans for:
| |
Business Planning/Exit Strategies | ||
Charitable Planning | ||
Retirement Planning – Business Owners
| ❱ ❱ | |
Personal Life Events
| ❱ ❱ | Personal Life Events
|
Personal Financial Advice
| ❱ ❱ | ❱ ❱ |
Professional Network*
| ❱ ❱ | ❱ ❱ |
Estate Planning**
| ❱ ❱ | ❱ ❱ |
Education Planning
| ❱ ❱ | ❱ ❱ |
*Outside providers of professional services are neither affiliated with nor endorsed by WealthPLAN Partners or Securities America.
**Securities America Registered Representatives are not engaged in providing legal advice. Please seek the assistance of a qualified legal advisor for the creation of trusts and legal documents.