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Our Plans

Complimentary Services

Did you know that you don’t even need to pay us anything to enjoy some of the benefits of financial planning? We offer a number of complimentary services to help get you on the right track and develop financial habits that you can then implement on your own. 

Our complimentary services include:

  • Full access to our site’s educational materials, including videos, eBooks, blogs, articles, and more
  • A discussion with an financial advisor to identify your needs
  • Complimentary questionnaires to better understand your needs and goals
  • A complementary financial health report
  • A web conference

Choose a Plan to Fit Your Needs

Essential

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All Inclusive

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Product-Based

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Essential Plan

The Essential Plan is perfect for individuals just getting started on their financial journey. It includes the stepping stones you need to succeed and in-depth advice from your advisor. 


  • Comprehensive Need Analysis
  • Goal setting & Risk tolerance Assessment 
  • Establish Objective & Time Horizon
  • Determine Asset Allocation 
  • Select Investment Options
  • Portfolio Review and Reallocation
  • Automated Investing
  • Cost Analyzation 
  • Establish Time Horizon & Risk Tolerance Assessment
  • Determine Funding Strategy 
  • Select Investment Options
  • Periodic Review and Adjustment 
  • Distribution Planning
  • Cost Analyzation 
  • Current Plan Valuation
  • Risk Assessment
  • Determine Funding Strategy 
  • Select Investment Options
  • Periodic Review and Adjustment 
  • Income Need Analyzation 
  • Income Source Examination
  • Current Asset Valuation
  • Evaluate Tax Efficiency
  • Determine Distribution Strategy 
  • Reallocate Investment Options
  • Periodic Review and Adjustment 
  • Identify Types of Insurance Needs (Life, Health, LTC etc.)
  • Prioritization of Insurance Coverage
  • Migration or Transfer of Risk Strategy 
  • Determine Coverage Amount
  • Review Existing Coverage
  • Cost Analysis of Additional or Reduce Coverage 
  • Product Review and Selection
  • Periodic Review and Adjustment

The Premier Plan

The Premier Plan includes everything found in the Essential Plan, as well as some specific services that offer even more guidance and financial support.


  • Cash Flow Budgeting
  • Personal Financial Statement
  • Saving Goal
  • Tax Reduction Strategies
  • Inheritance or Windfall Planning
  • 401K / Retirement Plan Review
  • Group Life, AD&D, LT and ST Disability Review
  • Medical Coverage Review
  • Special Needs Planning
  • Social Security Analysis
  • New Born Child Planning
  • Employer-Sponsored Retirement Plans
  • Group Insurance Planning
  • Estate Planning Checklist
  • Introduction to Basic Document
  • Revocable & Irrevocable Trust
  • Irrevocable Life Insurance Trust (ILIT)
  • Grantor Trust
  • Intentionally Defective Grantor Trust (IDGT)
  • Donor-Advised Fund
  • Pool Income Fund
  • Direct Charitable Gifts

The All-Inclusive Plan

If you’re looking for the complete package, our all-inclusive plan is for you.

It includes everything found in the Essential and Premier Plans, as well as:


  • Tax-loss harvesting
  • Debt Management
  • Home Ownership Analysis
  • Real Estate Investment
  • Passive Income Generation
  • Power of Attorney Overview
  • Dental & Vision Coverage Review
  • Health Saving Account & Flexible Spending Accounts
  • Miscellaneous Employee Benefits
  • Employee Stock Purchase Plan
  • Incentive Stock Option Plan
  • Death Claim & Basic Estate Administration
  • Foreign National Planning
  • Pre-Marital Financial Consultation
  • Divorce Financial Planning
  • Divorce Settlement Analysis
  • Medicaid and Medicare Overview
  • Elder Planning
  • Buy-Sell Strategies
  • Employee Benefits
  • Key Employee Retention & Protection
  • Business Overhead Expense
  • Non-Qualified Executive Fringe Benefits
  • Deferred Compensation Funding
  • Succession Planning
  • Estate Planning for Non-US Citizens
  • Estate Liability Projection
  • State Estate Tax Overview
  • Estate Liquidity Valuation
  • Estate Tax Minimization
  • Gifting Strategies
  • Advanced Gifting Strategies
  • Estate Freeze Techniques
  • Credit Shelter Trust
  • Grantor Retained Annuity Trust
  • Qualified Personal Residence Trust
  • Generation-Skipping Transfer Trust
  • Spousal Limited Access Trust
  • Qualified Charitable Distribution (QCD)
  • Charitable Lead Trust (CLT)
  • Charitable Remainder Trust (CRT)
  • Charitable Gift Annuity (CGA)

Product-Based Services

In addition to our plan pricing, we also offer a la carte services so you can pick and choose which services make the most sense for your needs.

Our product-based services include: 


  • Term Life
  • Cash Value Whole Life
  • Universal Life
  • Disability and Long-Term Care Solutions
  • Mutual Fund & ETFs Warp Programs
  • Separate Managed Accounts
  • Unified Managed Accounts
  • 200+ Mutual Fund Families
  • Donor-Advised Funds
  • ETFs 
  • Individual Securities (stocks, bonds & options)
  • FDIC-Insured Bank deposit Sweep Programs
  • Securities-Based Lending
  • CDs
  • Cash mangement features with Corestone Accounts®
  • 529 Plans
  • Coverdell ESAs
  • UGMAs
  • Immediate Income Annuities
  • Deferred Fixed Annuities
  • Indexed Annuities 
  • Variable Annuities
  • Support for a wide-rage of qualified plan types: 403(b), 457, 401(k), profit-sharing, cash balance. defined benefit and combo plans
  • Fiduciary support services
  • Participant education resources
  • Objective investment solutions

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