WEALTH MANAGEMENT
Wealth Management combines investment management plus comprehensive financial planning for an annual flat rate.
With wealth management you get help for your retirement, investing, and the financial goals that matter most for your family.
- We setup, analyze, develop, and monitor investment and retirement accounts.
- Reduce your tax bill with tax planning
- Maximize your income from social security, pensions and annuities
- Personal finance strategies
- Charles Schwab, one of the largest financial institutions in the world holds our client funds.
- Protect your family Life, home, auto, disability, long-term care insurance planning and estate development and analysis.
- Employee Benefit Planning
- Prioritize buying assets and creating wealth.
- We take note of your likes and dislikes to tailor solutions for you.
- College planning and long-term investing for children.
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
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