Designed for business owners like you. You want your self and your employees to have access to all the tools possibly needed to have financial success on the personal side of life. You don't want people to choose between a wonderful employment experience with you and benefits offered by big box company.
Complimentary Resources
- AdviceWorks®
- Client Portal
- Account Organizer
- Document Vault
- Goal Planning Module
- Cash Flow & Budgeting Tool
- Monthly & Quarterly Newsletter Subscriptions
- Educational Workshop Invitations
- Online Education Suite
- Nitrogen® Risk Assessment Tool
Personal Planning Areas Tier 1
- Customized Asset Allocation Model
- Decipher® Advanced Understanding On Your Financial Thinking Style
- Budgeting/Cash Flow
- Debt Reduction Strategies/Student Loans
- Consolidated Investment Performance Reports Powered by Portfolio Access®
- Investment Policy Statement
Personal Planning Areas Tier 2
- My Roadmap® Asset Allocation Plan: Retirement Basic
- Employee Benefit Review
- Personalized Asset Allocation Review & Recommendation
- Insurance Needs Analysis -Life, Disability, & Long Term Care
- Advanced Trading Strategies Gold
- Morningstar® Portfolio Analysis
Personal Planning Areas Tier 3
- My Roadmap® Financial Goal Plan: Retirement
- SetIncome® Retirement Income Projection (typically under age 60)
- Education Funding Analysis and Implementation
- Tax Planning (in coordination with your accountant)
- Budgeting/Cash Flow (Advanced)
- Mortgage & Lending Analysis
Personal Planning Areas Tier 4
- My Roadmap® Financial Goal Plan: Retirement & Estate
- ID360® Identity Theft Protection Ultimate package
- Fit-To-Retire® Readiness Roadmap
- Social Security Maximization Analysis
- Retirement Distribution Plan, Implementation & Monitoring
- Advanced Trading Strategies Platinum
Business 360
- Group Employee Benefits Selection, Coordination, Implementation, & Monitoring
- Qualified Retirement Plans Selection, Coordination, Implementation, & Monitoring
- Key Employee Retention & Protection
- Buy/Sell Agreement Funding
- Financial Workshops For Employees
- Financial Planning Fundamentals For Employees
- Executive Bonus Planning