Silver Level Financial Planning Program

Silver Level Financial
Planning Program

Get affordable and continuous access to personalized financial planning with Silver Level Service.

The main difference between the Gold and Silver plans is how much hand-holding you need. With the Gold plan, our consultants are always there, taking care of implementation and staying readily available for your questions. The Silver plan is more DIY-friendly, requiring a bit more initiative on your part. Both options, however, will get you on the right track to your financial goals.

The Silver Financial Plan 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 client’s stated objectives
Follow-up meeting to discuss progress
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
Limited telephone access to E.E.S. consultant.
Limited access to the E.E.S. Extra Economic Savings program.
Access to financial planning newsletters.

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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