Planning Advantage II
Our alternative to the Planning Advantage I allows for those with limited complexity to save money and consider an alternate year financial review approach. This plan allows you to leverage the skills and capabilities of both our Planning and Investment Teams as they work to help you achieve your short and long-term financial goals. This plan requires a minimum of $250,000 assets under management. This plan includes the benefits of the Planning Advantage I as well as:
- analyze your current holdings for concentrated positions and allocation.
- provide consultation to help you select the appropriate risk tolerance to meet your objectives.
- portfolio management and consultation through a strategic approach.