Comprehensive Financial Planning and Portfolio Management - Family package

$8,400 ($2,100 per Quarter) includes:

  • Portfolio Management - Ongoing

  • Semi-Annual Meetings with up to 8 Children and/or Grandchildren OR Additional Service Hours Requested / Needed

  • Budgeting / Cash Flow

  • Income Tax analysis and Tax Personal Returns (no business returns)

  • Retirement Planning Analysis

  • Retirement Planning Analysis

  • Estate Planning Analysis

  • Protection Planning Analysis

  • Education Planning