Services
Services
In the financial service industry, it is typical for firms to have a narrow focus. That means isolating one problem and creating a client/advisor relationship that is transactional by nature and focused on selling financial products - not financial plans. At Consolidated Planning, our goal is to do things differently by offering services which are:
Comprehensive
- Looking at the big picture and preparing clients for any mishaps or milestones that might arise.
Consultative
- Forming meaningful, long-term relationships with clients by building trust, not transactions.
Compassionate
- Focusing on providing clients with a clear and concise process to follow, not single-use products.
Through this process, we strive to achieve the following:
- Set real goals
- Developing a plan to accomplish those goals
- Protecting those goals for dangers in the future that are unknown
Services - Subscription-Based Financial Planning
Protection analysis - We review the following:
- Auto Insurance
- Homeowners insurance
- Umbrella insurance
- Articles insurance
- Personal Long Term Disability
- Group Long Term Disability
- Long-Term Care
- Health Insurance
- Wills
- Trusts
- Living Will
- Durable Power of Attorney
- Health Care Power of Attorney
- Personal Life Insurance
- Group Life Insurance
Managing Cash Flow - We make sure your hard-earned money is being put to the highest and best use while also teaching clients how to become world-class savers.
- Banking accounts
- Brokerage accounts
- Annuities
- Retirement accounts
- Pension plans
- Real estate
- Mortgages
- Student/Auto/CC debt
- Tax returns
- Monthly cash flow summary
- Social security
- Employee benefits
Our Pricing:
Investment Advisory Fees
Assets Under Management | Fee |
---|---|
$10,000 - $250,000 | 0.75% |
$250,001 - $500,000 | 0.72% |
$500,001 - $1,000,000 | 0.69% |
$1,000,001 - $2,000,000 | 0.66% |
$2,000,001 - $3,000,000 | 0.63% |
$3 Million + | 0.60% |
Financial Planning Fees
Year 1 | 1% on HH income ($1200 minimum) |
Year 2 | Updated to match income as complexity allows |
**Services are subject to change upon cancellation of Financial Planning Engagement**