Turn-Key Retainer - Go Flat Fee!

Our "Turn-Key" Financial Planning Retainer Package is designed for Middle Americans to Help You Keep Your Financial House In Order! Our services include:

 

• Goal Development / Setting

• Portfolio Analysis

• Annual Tax Preparation & Tax Planning update

• Estate Planning & Document Preparation   

• Asset Allocation / Annual re balancing & Investment Implementation

• Insurance Review

• Record Keeping / Quicken & Cost Basis

• Tracking / Budgeting

• Annual Financial Reviews / Survivor Support & Beneficiary Council

 

Why just have your taxes prepared when you could sit face to face with a qualified advisor and make a plan? Let's Make A Plan! Contact us to schedule a free initial meeting to learn more.