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Wealth Management Group, Inc. offers a wide variety of services that are brought together within our Full Open retainer. For those who do not wish to receive full comprehensive financial planning services, we offer a project retainer option focusing on specific areas of a client’s financial life. We also offer a Financial Tune-Up. This is a 2 hour meeting that gives the client the opportunity to have as many questions and issues resolved, as the time period will allow.
The Full Open Retainer is the focus of our practice. It is with this retainer that our clients receive the full benefits of our financial planning services. We meet with our clients between eight and twelve times during the course of the initial year, depending upon the situation, to create and set in motion their financial plans.
The areas covered include, but are not limited to:
· Tax Planning
· Tax Preparation
· Audit Protection
· Estate Planning
· Insurance Review
· Investment Portfolio Analysis
· Investment Asset Allocation Recommendations and Implementation
· Retirement Planning
· Cash Flow
· Business Planning
· Goal Setting
· Real Estate Matters
Our Full Open Retainer in an open-ended retainer. This means that our services are not limited only to scheduled appointments covering designated topics. Our clients are free to call us or set an appointment any time they desire to discuss any topics of concern, which are within our scope of expertise. As a matter of fact, we encourage it. It is much easier to guide a client and help them make tough financial decisions before the fact rather than having to help them fix a problem after the fact. There will never be an added charge for calling or meeting with us.
Who Will Benefit From the Full Open Retainer? This program is designed for those who want on-going advice, education, and implementation assistance covering all aspects of their financial lives with the goal of establishing a long-term partnership with a trusted advisor. It is through this type of relationship that our clients receive the greatest service and cost benefits and see the most progress.
The Project Retainer is a “stand-alone” review addressing limited and well defined financial concerns. The results of the Project Retainer are presented in two sessions, scheduled approximately one week apart. Each recommendation is listed on a Task List with instructions on implementation, goal dates for completion, and designating the person who will take the action. This review includes 30 days of telephone follow-up.
Who Will Benefit From the Project Retainer? This program is designed for clients who desire an immediate analysis limited in nature and duration, and feel comfortable implementing the recommendations themselves. Typical clients include newlyweds, recent college graduates, and those desiring a review of only one or two areas of their financial lives. This is not a comprehensive financial plan and does not include tax preparation or estate planning.
Financial Tune-Up
The Financial Tune-Up involves one client meeting lasting approximately two hours. It is specifically designed to answer your financial questions and help you make financial decisions. If you have a busy schedule or are interested in just a small amount of professional assistance, this is a great way to ensure that you are financially "on track." You can include any two of the following subjects for review:
· Portfolio Analysis
· 401(k) investment choice analysis
· Asset Allocation
· Investment Recommendations
· Tax Planning
· Budgeting
· Goal Setting
Included in this tune-up are two hours of advisor preparation, two hours of meeting time with your advisor, specific written recommendations and analysis, and follow up phone calls and/or e-mail assistance with implementation.
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