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Services

 
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Basic Level Financial Planning Program

(Restricted Time)

The fundamental difference between 'Basic Service' and 'Senior Service' programs is the time, implementation and availability of the consultants....

The Basic Level service begins to remove some of the time constraints that an individual faces when trying to balance personal and workplace responsibilities.

This level of service provides:

  • A complete financial review, insurance needs review and estate planning requirements.
  • Preparation of a comprehensive financial plan with an agenda focused on the stated objectives.
  • Follow-up meeting in a year to discuss progress.
  • Income tax preparation for the client, spouse and dependent children.
  • Emphasis on strategies to enhance wealth through:
    • Reduced taxes
    • Increased investment returns
    • Discipline through savings strategies
  • Limited telephone access to E.E.S. consultant.
  • Limited access to the E.E.S. Extra Economic Savings program.
  • Access to financial planning newsletters.
  • 3-4 hours of one-on-one financial counseling with an E.E.S. consultant exclusive of periodic telephone discussions (additional time is charged on an hourly basis).

A summary list of areas that will be reviewed, in both the Senior Level program and the Basic Level program includes: cash flow or debt management, structuring and monitoring an investment portfolio, tax minimization strategies, planning for children's education, structuring an estate plan and determining insurance needs.

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