This financial plan includes: 

• Identification of your goals, priorities, risk tolerance and money personality


• A review of your legal documents and estate planning needs by one of our in-house attorneys


• Access to our team of CPAs, investment managers and product specialists


• A minimum of three face-to-face meetings with a qualified financial planner


• A comprehensive written plan with analysis and recommendations


• Annual reviews of your plan to ensure that you’re on track towards meeting your goals


• Approximate value of $1,200