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WEALTH MANAGEMENT

 
 
 
 

 

Wealth Management combines investment management plus comprehensive financial planning for an annual flat rate. 

Flat fee pricing  

 Get a flat rate price regardless the size of your investments.

Guides and Checklist

Make better financial decisions with our guides and checklist

Money Mindset & Relationships

Overcome mental blocks around money, marriage, and mindset

Reach your Goals 

Custom made plans designed to help you reach your goals

Get Tax Smart

Utilize our tax planning strategies to keep more money

Video Tutorials

Video guides for you to improve your strategy and plans

 

With wealth management you get help for your retirement, investing, and the financial goals that matter most for your family.

 

 

Wealth Management 

You get the everything thing from our Ongoing Financial Planning Services plus Investment Management Services for a flat fee rate. 

This service includes:

Managing your retirement and investment accounts at Charles Schwab and includes a financial plan with follow up meetings and calls throughout the year to execute the plan. 

Note: you still receive all of the following:

College funding strategies 

Tax and Retirement planning

Plus…
 
 

We do the following for you:

Helping you with home buying, auto, and travel goals

Advice on investment accounts, savings accounts, and 529 accounts

Long-term care, disability, and life insurance planning services 

Estate advice on your trust, will, and living will. 

Cash-flow and student loan debt management  

Equity Compensation review for your stock options 

*Complexity such the number of rental properties, business owners and the amount of assets may change price. After your complimentary meeting you will receive a detailed quote*

Wealth Management

 $9,000 a year for couples*

$7,500 a year for individuals*
*Complexity may change price*
*Payment plans are available*

Wealth Management Questions

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(423) 556 – 6727

100 Cherokee Blvd., Suite 2012, Chattanooga, TN 37405