Broker Check

Investor Plus

Ideal for those investing more than $1,000,000

Do you want a professional perspective on what you’re invested in? Do you want investment ideas for money in your checking or savings account? Do you want to make the most of your 401k or other retirement accounts? Have you thought about alternative investments or tax-efficient investment options?

What You'll Get:

  • 6 Meetings or Calls
  • 4 Deliverables for investment recommendations
  • Portfolio analysis of current holdings
  • Investment recommendations from a licensed professional
  • Objective advice tailored to your goals

What We’ll Do:

  • Identify risk tolerance and investment objectives
  • Evaluate your current holdings and investment strategy
  • Provide investment recommendations and perspective
  • Help you implement trades and make changes to your retirement accounts
  • Review alternative investment options
  • Evaluate tax-efficient investment options

Plus, after implementation of trades you’ll also receive 90-day, 120-day, and 6 month check-in meetings to:

  • Evaluate performance and make adjustments to your portfolio
  • Incorporate new trends
  • Schedule next engagement or courtesy call

Plus, upgrade to Financial Planning Complete within 12 months and only pay the difference!

Total Consultation Hours: 8

Book an Introductory Call