Do-It-Yourself
IDEAL FOR ACCUMULATORS
$297
One-Time
Includes all of the following:
- Educational content
- Interactive financial software
We’ll Do It WITH You
PERFECT FOR VALIDATORS
$3,750 One-Time
$12,000 Annually
Includes all of the following:
- Ongoing professional partnership
- Proactive planning and review detailed in annual service calendar
- Coordination with all your financial professionals
- Tax Preparation
We’ll Do It FOR You
BEST FOR DELEGATORS
$3,750 One-Time
1% Annually
Includes all of the following:
- All services from the “We’ll do it WITH you model”
- Plus: Professional investment management