Many retirees want to focus on spending time with family, traveling and simply enjoying life. They don't want to worry about their investments, income planning or trying to stay on top of issues that may impact them, their investments or finances. If this sounds like you, then you may be interested in becoming a Concierge Client of the firm.* When you become a Concierge Client, we develop a deep, lifelong relationship with you and your family. We work to understand as much as possible about you, your lifestyle, your goals, your fears and your needs. We handle as much of your investing and retirement planning as possible to make the retirement planning process and retirement itself easy and worry-free.
Below are just some of the services that are included when you become a Concierge Client of the firm:
Year 1: Review and update your Retirement Plan
Year 2: Review and update your Care Plan
Year 3: Review and update your Estate and Legacy Planning
If you are interested in becoming a Concierge Client of the firm, your first step is to schedule a phone consult with an advisor. During this call, you can ask your questions and better understand how we may be able to help you and your family with your retirement planning needs. Click on the link below to view our availability and schedule your phone consultation.
*Concierge clients must have a minimum of $500,000 of investable assets.