Gold Level Financial Planning Program

Gold Level Financial
Planning Program

It’s your comprehensive financial plan, with consistent and proactive professional guidance by your side.

This comprehensive program takes care of everything, from planning to execution, on an ongoing basis. It’s perfect for busy individuals who want expert advice and proactive guidance without the hassle of managing it all themselves. You can think of it like having a personal financial trainer. We develop a custom plan for you, continuously monitor your progress, and make adjustments as needed. So you can carefreely manage your finances.

The Gold Financial Planning Program Provides:

A complete financial review; insurance needs review, and estate planning requirements.
Preparation of a comprehensive financial plan with a planning agenda focused on the client’s stated objectives.
E.E.S. will stay pro-actively involved in the development, implementation and monitoring of the planning strategies.
Unlimited access to E.E.S. consultant, staff and resources.
Personal 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
- Ongoing advice on new investment options and planning strategies
Ongoing assistance during transitional periods affecting an individual’s financial circumstances:
Change in compensation / employment
Obtaining / renewing a mortgage
Effective use of holding companies and trusts
Access to the unique E.E.S. Extra Economic Savings program

Both Gold and Silver plans offer comprehensive guidance on managing your budget, building your investment portfolio, minimizing taxes, planning for your children’s education, crafting your estate plan, and securing your insurance needs. We’ll be by your side, ensuring your financial future is on track.

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