Investment Research and Profile Report $100
Outside Account Holdings Research and Morningstar Profile Report
Mortgage / Loan / Refinance Review $150
Provisions / Features, Amortization, Payoff Strategy and Questions
Existing Insurance Poliacy Review $250
Life, Disability, Long Term Care
College Expense Needs Planning $250
Analysis and Funding Recommendations
Social Security Analysis and Strategy $250
From PDF or XML Files, Maximization of Benefits
Personalized Risk Profile and Sample Allocations $250
Investment Allocation Balanced for Your Personal Needs and Goals
Employer Health and Benefits Review $200 +
Summary Plan Description Analysis, Options and Review of Marketplace comparisons
Tax Return Review $200 +
Review Income, Deductions, Contributions Allowed
Estate Planning Coordination and Document Review $250 +
Provide Coordination, Questions and Clarifications for Legal Counsel
Death Claim Assistance $500 +
Process Death Claim Forms and Review Options when Available
401k / Employer Retirement Plan Review $500 +
Risk Profile, Provision and Matching, Investment Allocation, Research as Possible
Pension Analysis $500 +
Pension election timing analysis and maximization strategy
Retirement Savings Strategy Plan $1500
A financial strategy plan focused on accumulation and distribution strategies for income needs, retirement timeframe and probabilities analysis of success
Comprehensive Financial Strategy Plan $2500
A Comprehensive financial strategy plan structured around financial accumulation, savings and distributions, addressing risk and mitigation strategies, tax efficiency, and estate planning
