Appropriate for:
* Business owners
* Dentists
* High Net Worth Individuals/Families
=> People looking for the very personal touch to ensure their goals are realized.
Service:
o Goal & Financial Independence Planning
o Investment Management P
o Access to planning through Client Portal
o Cash Flow & Tax Planning
o Liability & Debt Planning
o Insurance Planning
o Estate Planning
o Business Coaching
- Consult on business and marketing plans.
- Employee and Group Benefit Programs
- Coordinate employer retirement plan.
- Succession Planning
- Partnership Planning
o Dependent Planning
- Meet with Children (Smart Start for Adult Children)
- Meet annually with Teenagers and full time students
o Client Advisor Coordination
o Smart Negotiation Assistance for Loans, Large Purchases, etc.
o Choose from any other tools in toolbox as appropriate
o Client determines appropriate meeting frequency per year and/or as needed.