Financial Planning Services
Financial Planning Services
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.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
Info@wealthplan.partners | 402.691.0200