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INITIAL SESSION
This is a 2-hour review of your current financial situation, setting
goals,and fixing detailed recommendations. Fee
is $500 which includes a Summary & Recommendation
document mailed to your home or office.
ASSET MANAGEMENT Portfolio Management through Asset Allocation
methods
using no-load mutual funds and individual stocks, bonds
and annuities. A fully diversified portfolio will be personally
designed to maximize returns while minimizing the risk
to your investments. You will receive quarterly reviews
with full support in between.This service is fee only and
is based upon assets under management.
COMPREHENSIVE
This process evuates your financial needs and concernsFINANCIAL
and then recommends detailed solutions for each of up PLANNING
to seven individual detailed financial planning modules.
Cost is $300 per module.
SMALL BUSINESSES
Retirement planning, employee benefits and key
employee planning for the small business and pro-
fessional.
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