Unified & On Call

For those that need the total package. Our holistic approach begins with a full Financial Strategy Plan and continues with an annual consulting fee

that allows us to provide comprehensive financial advice on anything in your life.

What to Expect

Financial Strategy Plan Fee: starting at $2,500

Annual Arears Fee: starting at $1,000

Unique Financial Plan creation and presentation
Periodic Financial Plan update and progress review, as needed for changing life circumstances
Annual Face to Face financial review (in-person or via web meeting)
Telephone review upon request (up to two per year)
Cash Flow and Budget Analysis
Debt Structure analysis and mortgage review
In-house Account and Policy Information Change and Service Forms preparation and processing
Coordinate your plan via telephone meetings with your attorney or CPA
Specific future goal structuring and funding recommendations
Periodic Email Newsletter or Market commentary
Educational seminar invitation, when applicable

Investment Allocation tailored to Goal and Volatility targets
Personalized Risk Assessment
Continuous Investment Account internal data downloads for in-house accounts portfolio monitoring
Access to Online Account Consolidation Site
Access to Online Outside Account Consolidation Tool
Morningstar Research and Investment Detail Reports as applicable
College Expense needs analysis and funding recommendations

Click below to view our unified agreement