Essential
$100 / mo
Family Strategic Plan
Values & Vision
Cash Flow & Budget
Tax Projections
Personal Investment Strategy
Family
$300 / mo
Everything in Essential +
College Education Funding
Social Security Maximization
Insurance Planning & Recommendation
Your Employee Benefits Planning
Estate Planning
Access to Legal & Tax Specialists
Tax Return Audit & Analysis
Entrepreneur
$600 / mo
Everything in Family +
Personal Financial Statements
Business Strategic Plan
Exit Planning
Business Continuation Planning (buy/sell)
Tax Minimization
Cash Flow & Distribution Planning
Key Employee Benefits & Compensation Planning
Valuation
Insurance Audit
Legal Audit
Family Office
Custom
Multi-Generational Wealth Planning
Alternative Investments
Trust & LLP Services
Dedicated Advisor Team
Financial Statement Preparation
Multiple Businesses
24/7 Support & Partner Access
Family Strategic Planning Retreats
