Tier 3 package:
Ready to take your financial planning and strategies to the next level? Then this package is for you! This package includes a higher level of engagement and accountability that will enable you to gain control of your financial situation We will work closely with you to establish, implement and monitor in real time your goals. This package requires a true commitment to your success from both you as the client and us as your advisor.
This package includes:
· Tier 1 & 2 package
· A personalized website for complete integration of all your financial institutions.
· Detailed budgeting tool with daily updates
· State of the art retirement simulations and scenarios to assist in tracking your progress.
· Quarterly meetings to review and adjust strategies if necessary.
What you can expect:
· Everything from Tier 1 & 2 packages and so much more!
· Quarterly accountability, encouragement, and direction.
· Detailed strategies and timelines to accomplish your goals.
What we expect from you:
· Tier 1 & 2 expectations
· Utilize the personalized website by integrating all financial institutions.
· Update your site monthly at a minimum.
· Schedule & keep quarterly meetings with our team.
· Commitment to execute the plan we establish for you with diligence & discipline.
Click on the link below to understand Roth vs Traditional 401(k)
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