Ongoing Financial Management (flat fee based on portfolio size)

Financial Management Relationship

Best for ongoing financial management

• Access lowest cost Mutual Fund Shares
• Multiple investment firms and strategies available to accommodate all your goals
• Designed to match your tolerance for risk and fluctuate within a given set of values under most circumstances
• If your balance is down, your fee goes down
• Initial financial plan, including:
  Risk tolerance
  Asset allocation recommendations
  Social Security strategy analysis
  Special Purchase and/or retirement income planning
  Basic Estate planning

The first consultation is free. During that meeting you will decide upon what, if any, level of service and fee structure is right for YOUR situation.