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Advisor Retainer Memberships

Please choose your Advisor Retainer Membership Level

         Platinum Level

•Generational Vault Access
•Color Of Money Risk Score
•Rule of 100 Assessment
•Social Security Maximization Report
•Health Strategy Assessment Report
•Full Financial Analysis and Income Plan
•Complete Beneficiary Review
•Write Your Family Love Letter-Final Affairs Program
•Enroll in New Generation Retirement Program
•Unlimited sit down Face to Face meetings per year
•Complimentary Tax Planning and Preparation
•50% off Estate Planning Documents
•25% off Bookkeeping and Payroll Services
•Complimentary Notarization of Financial Documents
•Management of outside accounts including 403B, 457, and 401k accounts, Alternative Investments, Held Away IRA’s.
•Access to Top Golf Membership
•Family Wealth Symposium (All Family Members)
•Invitation to All Public Client Events
•Invitation to Private Client Appreciation Events
•Invitation to Participate in Advisory Committee
 
$99.00 Per Month with a 12 month commitment  
 
Gold  Level
 
•Generational Vault Access
•Color Of Money Risk Score
•Rule of 100 Assessment
•Social Security Maximization Report
•Health Strategy Assessment Report
•Full financial analysis and plan
•3 Sit Down Face to Face Meetings Per Year
•Complete Beneficiary Review and Update
•Tax Strategy Assessment
•50% off Tax Planning and Preparation
•25% off Estate Planning Documents
•15% off Bookkeeping and Payroll Services
•Complimentary Notarization of Financial Documents
•Management of outside accounts including 403B, 457, and 401k accounts, Alternative Investments, Held Away IRA’s
•Invitation to select client events
•Access to Top Golf Membership

$79.00 Per Month with a 12 month commitment 

Silver Level

•Generational Vault Access
•Color Of Money Risk Score
•Rule of 100 Assessment
•Social Security Maximization Report
•Health Strategy Assessment Report
•Full financial analysis and Outline of Financial Plan
•2 Sit Down Face to Face Meetings Per Year
•25% off Tax Planning and Preparation
•10% off Estate Planning Documents
•$5 Signatures for Notarization of Financial Documents
•Select Client Event Invitations

$49.00 Per Month with a 12 month commitment 

 

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