Wealth Planning

Client Services Menu

Client Services Menu   Wealth Planning & Management Services (Peace of Mind Wealth Planning Process) Hourly  OR Asset-based fee using no-load, no-commission assets Generally best for those in need of long-term and comprehensive wealth planning advice.  Guideline: $100,000 or more of investment assets.  Pricing varies according to complexity and volume of assets under management. If You Need: On-going and/or multi-disciplinary advice and guidance desired. _________________________________________________________________________________________________________ Brokerage Services...

Read More

Trilogy Policy Performance Management

Trilogy Policy Performance Management   “The vast majority of life insurance policies funding trusts are not performing as originally projected.” – Pennsylvania Bar Association CE Credit Course Textbook on trust owned life insurance – 12/7/2003.   “A 1998 study showed that in 75% of trust policies that were at least 5 years old, the death benefit could be increased by 40% without any increase of premium.” – Trust & Estates Magazine, May 2003.   The Uniform Prudent Investors Act (UPIA) provides guidelines for trustees and is a valuable resource for measuring the prudent management of...

Read More