Partnering 

Planning frequency - annually

Inlude the following services:

• A new financial advisory proposal annually to show progress toward existing goals or provides analysis of additional goals 
• Review of account performance
• Contact related to account issues

Also analyzes one or more of the following:

• Financial position
• Asset management
• Income tax planning strategies
• Accumulation goals
• Education goals
• Retirement planning
• Estate planning
• Asset Allocation / Retirement  Income Strategies

Annual advisory fee for financial analysis depends upon goals analyzed and case complexity

Consultative                      

Planning frequency - every 3 to 5 years

Includes the following services:

• Review of account performance
• Contact related to account issues

Also analyzes one or more of the following:

• Financial position
• Asset management
• Income tax planning strategies
• Accumulation goals
• Education goals
• Retirement planning
• Estate planning
• Asset Allocation / Retirement Income Strategies