Comprehensive Wealth Management
A comprehensive, custom solution addressing all aspects of your financial life.
Our core needs-based financial planning package includes a snap-shot of the important areas of a client’s financial life.
Insurance Consulting Personal Lines
Financial Statements, Asset Protection, Life Insurance and/or Estate Planning (depending on your age), Disability, and Long-Term Care.
It’s a complete risk management solution. We provide a detailed analysis including a review of your insurance needs, in force policy review, market analysis, review of alternative funding strategies, and a detailed action plan (if your situation can be improved).
Insurance Consulting Life Only
Includes the Financial Statements, and Life Insurance or Estate Planning (depending on age). We act as fiduciary during our engagement. We provide detailed analysis including a review of your life insurance needs, inforce policy review, market analysis, review of alternative funding strategies, and detailed action plan (if the situation can be improved).
Examines existing asset allocation and recommends adjustments, if necessary. The program also provides an efficient frontier analysis, buy / sell transaction list, and tax impact analysis. We will develop a personal investment policy statement for the new portfolio.
Retirement Income Planning
Develop a long-term retirement income plan, providing a summary of retirement assumptions, retirement resources, income sources, retirement expenses, guaranteed income plan, and investment plan.
A 30 to 60 minute, no obligation, discovery meeting is the first step in the process. Once completed, we provide you with a fee quote, which is based on an engagement of one year.
To schedule a Discovery Meeting, please contact Ben Kelley at 503-548-2109.