SERVICES
Our service options can range up to $36,000 Based on the complexity and needs of the client
$3,750
Per year if 500k invested*
Investment Management
Annual Portfolio Review
Rollover/Transfer Assistance
Account Type, Selection & Opening
Investment Allocation Changes
Investment Strategy & Monitoring
Auto Investing options
Risk Analysis and Profile
No Account Minimums
Family Tree options available
*The size of account determines cost*
Annual Rate
Wealth Management
Ongoing meetings as needed
All services in Investment Management
All services in Advice & Planning
Holistic financial planning
Employee Benefit Review
Company Stock Options Review
Tax Planning Strategies
Tax Return Review
Family Tree options available
*Complexity may change price*
$2,100
Advice Only Rate
Advice & Planning
Detailed Financial Plan
Investment Advice & Recommendations
401K, 403B, 457, and TSP Review
Retirement planning strategies
Financial Education Topics
Student Loan Planning
Life Insurance Planning
Advice for major money decisions
Family Tree options available
*Complexity may change price*
Before you decide to work with us:
Follow these 3 steps.
1. Schedule and attend your free initial consultation Let's talk to see if our service is right for you at this time. If so, we'll discuss the next steps. If not, no worries we will provide you with some helpful resources in the meantime.
2. Receive your Freedom Assessment In this meeting we start to answer your general financial questions and or show you some of the steps you can take to invest, retire, or reach financial freedom.
3. Consider which service option is right for you. At this point we will offer you a quote and recommend which service would be the best fit for you. We also answer any questions you may have.
LET US BE YOUR GUIDE.
You have done things no one else in your family has done. It took smarts and hard work. Don’t gamble with your hard-earned success. Who is looking after your legacy? Do they understand how far you have come?
We will do a complimentary financial review before we can diagnose what service is best for you. Once we learn about you, your family, and your goals, we can start climbing, together.
Our approach is centered on financial planning, which examines all aspects of your financial life. Throughout our planning process, our goal is for you to feel confident about your journey ahead and empowered to take control of your future.
Your Climb starts here.
(423) 556 – 6727
100 Cherokee Blvd., Suite 2012, Chattanooga, TN 37405
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