Our Services
BASIC FINANCIAL PLANNING
Approx. $250,000 - $500,000
- Review
- Retirement planning
- Consolidated statement via paper or e-delivery
- Beneficiary Review
- Use of investor access and RJ App
- Digital Document Vault
- Cash Flow / Dist reporting
- Asset Allocation Monitoring
- Performance Summary Reports
- Advice on outside work 401K plan
- All-inclusive account aggregation of external holdings
FINANCIAL PLANNING
Approx. $500,000 - $1,000,000
- All-inclusive account aggregation
- Credit, lending and education planning
- IRA RMD Planning
- Social Security Income Planning
- Insurance and liability review
- Capital gain tax planning
- Security class action paperwork assistance
- Financial Life Organizer
- Process Class Action suit paperwork
ENHANCED FINANCIAL PLANNING
Approx. $1,000,000 or above
- Strategic Planning with Tax Professional
And Estate Planning Attorney - Charitable giving mission
- Estate planning and family dynamics
- Insurance and liability review
- Long Term Care Planning
- Business succession planning
To Schedule an Appointment
Call (831) 476-7300 or