Comprehensive Financial Planning and Portfolio Management - Family package

$11,000 ($2,750 per Quarter) includes:

  • 5-Review Meetings Per Year (each additional is $500)

  • Budgeting / Cash Flow Income

  • Income Tax analysis and Tax Personal Returns (business returns has additional fees)

  • Retirement Planning Analysis

  • Estate Planning Analysis

  • Investment Allocation Review, Recommendations and/or Portfolio Management (IWPS does not charge a separate asset management fee for this service)

  • Protection Planning Analysis

  • Education Planning (if applicable)

  • We will provide up to 5 basic 3-module plans at no additional charge to family members (i.e. Children and/or Grandchildren) will receive a 20% discount on module planning services