Plan Delivers

Minimum deliverable plan contents for a comprehensive financial and investment advisory client:

Ongoing investment management and performance reporting
Tax planning utilizing all aspects of the tax code to advance the client’s financial situation
Retirement (forecast benefits, costs, and options)
Insurance protection needs (disability, life, health, property/casualty, long term care, liability (umbrella, professional, casualty, key employee, healthcare))
Education funding requirements
Employee benefit analysis
Action Plan or timetable that lists each action to be taken, responsible party, and oversight responsibilities
Access to a corporate trustee through Fidelity Investments
Online access to investment accounts through our account aggregation service