Best Value
Wealth Management
$3,750
Per quarter*
*Covers the first $2 million dollars managed. Additional investments are managed at 0.5%.
Comprehensive Financial Planning ($7,500+ value)
Investment Management
($10,000+ value)
($10,000+ value)
Personal Tax Preparation and Filing ($500+ value)
Tax Planning
($2,500+ value)
($2,500+ value)
Insurance Review
($1,000+ value)
($1,000+ value)
Estate Review
($1,000+ value)
($1,000+ value)