Risk Management
- Life Insurance
- Long-term care insurance
- Disability Insurance
- Fixed and Indexed Annuities
Investment Management
“You drive”
No minimum
- Annual Performance Review
- Annual Risk Tolerance Review
- Quarterly statements from fund company
- Financial Education Newsletter
- Online investment account access
Additional Services
- Life Insurance Evaluation
- Retirement Check-up (one-time)
- Email and Phone support (during business hours)
Financial Advisor’s Compensation Type
Commission
Investment Advice
“We drive”
$5000 minimum
- Actively Managed Investment Portfolio
- Asset Allocation Recommendations
- Portfolio Rebalancing
- Annual Performance Review
- Annual Risk Tolerance Review
- Financial Goal Planning
- Investment Advice
- Quarterly Investment Statements
- Financial Education Newsletter
Additional Services
- 24-7 access to your Personal Financial Website with UNLIMITED cloud storage (powered by eMoney)
- 24-7 access to your online Financial Goal Planning Software (powered by eMoney)
- Life Insurance Evaluation
- Retirement Check-up (annually)
- Semi-annual review meetings
- Email and Phone support (during business hours)
Financial Advisor’s Compensation Type
Annual Fee: based on Assets Under Management
