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)
($10,000 value)
Personal Tax Preparation and Filing ($500 value)
Tax Planning
($2,500 value)
($2,500 value)
Insurance Review
($500 value)
($500 value)
Estate Review
($1,000 value)
($1,000 value)