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A PLAN TO GET YOU GOING

SERVICES

Standard Retainer

The Standard Retainer is the focus of our practice. It is with this retainer that our clients receive the full benefit of our services.

We meet with our clients four or five times during the course of the initial year, depending on the situation, to create and set in motion their financial plans. The areas covered include, but are not limited to:

  • Tax Preparation
  • Budgeting and Cash Flow
  • Tax Planning
  • Record-Keeping
  • Inventory of Client Assets
  • Retirement Planning
  • Portfolio Analysis
  • Goal Setting
  • Develop Asset Allocation Strategies
  • Estate Planning Review
  • Recommend Investments
  • Small Business Planning
  • Insurance Analysis
  • Education Planning
  • Analysis of Employee Benefits

Our Standard Retainer is an open-ended retainer. This means that our services are not limited only to scheduled appointments covering designated topics. Our clients are free to call any time to discuss with us any topics of concern which are within our scope of expertise. There will never be an added charge for calling or meeting with us.