Comprehensive Financial Plans
What's Included
Helping our clients Achieve their Purpose is OUR PURPOSE. We do that by meeting with you several times over the course of 3 months. During these meetings we discuss your goals and concerns for your family and the future. We talk about what's important to you, and what steps you need to take to make those things happen. At the end of that three month period, you walk away with a roadmap that will guide you on your journey to ACHIEVING YOUR PURPOSE.
Financial Plans are tailor made for each individual and plans often address the following concerns:
- Will my family be financially set if my spouse or I were to pass away or become disabled?
- How much will I need to provide my children or grandchildren with a quality education?
- How much income will I need in retirement? How much will I need to save to accumulate enough to last for a 30 year retirement?
- Is my money allocated the way it needs to be for my risk tolerance level?
- How would it impact our situation if one of us required an extended visit in a long term care facility?
- Am I paying unnecessary taxes on my investments? I taking advantage of all available tax deductions and credits?
Cost
Plans begin at $2,500 and price is determined based on the complexity of your situation and the amount of time involved in creating your unique plan.
Additional compensation may apply in the form of commissions for purchase of individual stocks, bonds and through service fees (12b-1) for mutual fund transactions. Fees, charges and expenses are detailed in the Cetera Advisors LLC's ADV Part 2A.
Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.