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Concierge Clients

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:

  • Ongoing and professional management of your investments 
  • Regular review meetings that incorporate a well defined, ongoing three-year planning process to include aspects of your long-term planning that go beyond simply managing your investments.  These topics provide a more holistic planning experience.    

                      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 

  • Proactive communications regarding your portfolio or topics that may impact your planning
  • Online access to our client portal to view all assets and your retirement plan on one site
  • Collaboration with your CPA or estate planning attorney
  • Dedicated support team to assist with forms, answer questions or provide assistance in any way possible
  • Educational and client appreciation events
  • A personal and deep relationship with a team of professionals that will advocate for your personal and financial well-being

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.