WE WILL BE YOUR GUIDE.
After we learn more about you, we recommend a service path for you to gain clarity and control of your financial future.
The Wealth Management Program
Great for the retired and soon-to-be-retired with investable assets of $1,000,000 or more.
We advise what’s best & we take action for you and with you.
Advice & Action calls and meetings
Quarterly progress reports
College Savings and Youth Investing Strategies
Retirement and investment account recommendations
Social security, pension, and annuity income planning
Tax reduction strategies & planning
Insurance Review and Recommendations
Estate Planning
+Includes Investment Management Services at Charles Schwab
+Holistic and long-term relationship
+Portfolio Management and Monitoring
+Big savings with flat rate pricing for investments
$10,000/year for couples
$7,500/year for indviduals The Empowerment Program
Great for families that have to make some important financial decisions sooner rather than later.
We advise what’s best, you take action with our assistance.
Advice & Action calls and meetings
Quarterly progress reports
College Savings and Youth Investing Strategies
Retirement and investment account recommendations
Social security, pension, and annuity income planning
Tax reduction strategies & planning
Insurance review and recommendations
Estate Planning
Add: Investment Management -1.25% or less of investable assets
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$4,000 for couples
$2,500 for individuals After or during our meeting, custom options could be available based on your financial information.
Your Climb starts here.
100 Cherokee Blvd., Suite 2012, Chattanooga, TN 37405
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