CLIENT SOLUTIONs LEVELS
Customers
Designed for customers who want Insurance or Investment products and do not want to engage in Ongoing Financial Planning.
Services Offered:
Insurance Services
Insurance Products
Insurance Strategies
Investment Services
Portfolio Analysis
Brokerage Products
Investment Advisory Services
Inidividual/Family Clients
Designed for individual/family clients who want Ongoing Financial Planning advice that looks at their whole financial situation.
Services Offered:
Core Topics
Balance Sheet Creation & Review
Cash Flow & Savings Optimization
Insurance & Risk Management
Investments & Wealth Management
Goal Based Topics
Tax Optimization Strategies
Retirement Planning
Education Planning
Other Financial Goals
Coordination with Outside Professionals
BUSINESS CLIENTS
Designed for individual/family clients who want Ongoing Financial Planning advice that looks at their whole financial situation.
Services Offered:
All Inidividual or Family Planning Services, plus:
Executive Benefits Planning
Business Financial Planning
Employee Benefits Planning
Retirement Accounts
Business Tax Strategies
Pension Planning
Corporate Employee Education
Business Exit Planning
Coordination with Outside Professionals