Menu of Services
Menu of Services
PACKAGES | BASIC For Financial Planning Beginners | ESSENTAL For Working Professionals |
COMPREHENSIVE For Pre-Retirees & Retirees |
Initial Complimentary Consultation
In person Meeting &/or Virtual meeting Per Year
Phone Calls & Emails
Monthly Subscription Fee (single/joint) | 1
1-2
Unlimited
$200 | 1
2-3
Unlimited
$300/$350 | 1
2-3
Unlimited
$400/$450 |
RESOURCES |
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AdviceWorks Client Portal *Online Education Suite * Goal Planning *All In One Place Account Linking *Secure Document Vault *Budgeting & Expense Tracking *Monthly & Quarterly Newsletters |
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Personal Planning Areas |
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*Portfolio Analysis *Employee Benefits Review *Qualified Plan Asset Allocation Review *Insurance Needs Analysis *Debt Analysis & reduction strategies *Retirement Analysis /Plan *College Funding Analysis/Plan *Stock Option Analysis *Tax Planning (in coordination with your accountant *Estate Planning (in coordination with your attorney) *Retirement Income Plan *Pension Maximization Strategies *Required Minimum Distribution Planning *Medicare Planning *Social Security Planning *Legacy Planning *Charitable Giving Planning |
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Notes: 1. For new clients, 6 months billed upfront for the first year with 1-year initial commitment
2. A la Carte services available for one-time fee (information available upon request)/p>
For full program fees you can refer to the client agreement or the firm's ADV.
Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance in CA as CFGAN Insurance Agency LLC),
member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named
entity. CA Insurance License #0G99865