Full Concierge Family Service

Tax

    • Tax Impact Projections-
    • Proactive Tax Strategies
    • Assist with CPA meetings

Estate

    • Visions and Values
    • Estate Plan Design Meeting
    • Estate Plan Schematic
    • Assist with Attorney Meeting

Family

    • Family Legacy Meeting
    • Family Office Hours
    • Video Legacy

Insurance

    • Insurance Review
    • Home Inventory

Insurance Review Home Inventory

    • Financial Plan
    • Income & Social Security Planning-
    • Long Term Care Plan

Implement

    • Review Workplace Plan Holdings-
    • Life Insurance Continuity

Monitor

    • Monitor Risk Level on all assets-
    • Live Success Meter

Semi-Annual Review Meetings

Assess Objectives:

    • Initial High Level Financial Plan

Develop Personalized Strategy

    • Market Outlook
    • Investment Options Consult
    • Wealth Mentoring

Implement

    • Investment Policy Design
    • Tax Aware investment changes
    • Fiduciary Asset Management

Monitor

    • Dashboard and Digital Vault
    • Monitor Risk Level on Portfolio-
    • Performance Reporting

Annual Review Meeting