Best Value

Wealth Management

$2,500

Per quarter* 

*Covers the first $1 million dollars managed. Additional investments are managed at 0.5%. 

Comprehensive Financial Planning ($7,500 value)
Investment Management
($10,000 value)
Personal Tax Preparation and Filing ($500 value)
Tax Planning 
($2,500 value)
Insurance Review 
($500 value)
Estate Review 
($1,000 value)

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