Comprehensive Wealth Management
Fixed Annual Fee - $7,200
Wealth management is an ongoing process that needs to be continuously monitored and adjusted. Together with your advisor, we'll focus on your entire financial picture including your investments, retirement, cash flows, education funding, insurance, taxes and estate planning.
Benefits & Compensation
Maximize your company benefits and compensation.
- Guidance on distribution elections, stock options, restricted stock strategies and deferred comp
- 401(k), Pension, ESOP, IRA, and other employer plans
- Beneficiary designation planning
- Guidance during a career change or transition into retirement
Early Retirement & Income
A guided financial plan using interactive technology to map out and stress test your plan.
- Sophisticated modeling of long-term cash flows
- Tax implication considerations
- Benefits and compensation elections
- Social Security & Medicare strategies
- Tax-efficient retirement withdrawal strategies
We'll help you invest for your short-term and long-term financial goals and develop wealth accumulation strategies.
- Creation and regular review of asset allocations
- Integration of equity and benefit plans with the overall portfolio strategy
- Assistance with implementation of investment strategies
- Regular review and investment performance reporting
Talk to a financial planner in Cleveland today