The StrategicPoint Advanced Planning Analysis
The Problem
As someone of significant financial means, these tumultuous times may have you concerned. If you haven’t been invested appropriately, you’ve most likely suffered painful financial losses or peace of mind as a result of the Financial Crisis. You need a thorough, independent review of your current financial situation, but it’s tough to find the necessary expertise for your unique situation and the costs of an unbiased financial plan and investment analysis can be excessive.
The Solution
The StrategicPoint Advanced Planning Analysis (APA) is an impartial, rigorous and thorough review and analysis of your financial situation. The APA provides detailed, customized advice for all the pertinent areas of your financial life in a comprehensive investment management and financial planning package tailored specifically to your goals, needs and time horizons.
The Benefits
With the StrategicPoint Advanced Planning Analysis, you will receive a working, written financial analysis and recommendations which provide specific action steps to help you increase the odds of achieving your financial dreams and goals.
The Advanced Planning Analysis includes the following:
· Financial Executive Summary
· Asset Profile
· Retirement Plan/Wealth Forecasting (with desired and multiple alternative scenarios)
· Insurance Overview (Life, LTC, Disability)
· Education Funding
· Risk Assessment Questionnaire
· Morningstar Investment Layout
Additional in-depth analysis can be performed on an a la carte basis in the following specialized areas of need:
· Estate Planning
· Retirement Income Planning
· Investment Analysis
· Insurance & Annuity Analysis & Recommendation
· Pension Payout Analysis
· Executive Compensation & Stock Option Analysis
· College Funding
The Process
· Register online or call 1-800-597-5974 to schedule your free initial consultation
· Complete a risk assessment and financial planning questionnaire so we can understand your financial planning goals and determine your risk tolerance
· StrategicPoint Investment Advisors will help take care of the rest!
The Cost
$1,000 plus an additional fee for each a la carte deliverable listed below, if needed.
Estate Planning $750.00
Review of Estate Planning Needs & Recommendations
Total Executive Comp $750.00
Review of Entire Executive Compensation
Stock Option only $250.00
Analysis & Review of Stock Options
Pension $395.00
Analysis & Review of Pension situation
Annuity $495.00
Analysis & Review of Annuities held and cash flow
Insurance $495.00
Review & Analysis of Insurance (Life, LTC, Disability)
Retirement Income Planning $750.00
Analysis & Review of Retirement Income Distributions
Education Funding $750.00
Analysis & Recommendation of Education Funding
Investment Analysis $995.00
Investment Analysis- “Second Opinion”
If you decide to engage our Investment Management services within a year of your Advanced Planning Analysis, a portion of this fee will be credited toward your investment management fee. |