Advisory Service Tiers
The New Standard in Personalized Wealth Management
Our Advisory Service Tiers are designed to support you as your financial life evolves. Each tier offers a different level of guidance and support built around 5 topics of focus, helping ensure the key areas of your financial strategy work together in a coordinated way. As your needs grow or change, additional planning services can be added, allowing your strategy to evolve alongside your goals.
Because financial planning isn’t a “one-size-fits-all” strategy, our advisory service experience is designed to be flexible. As your goals and circumstances change, your strategy can evolve as well – allowing you to customize your experience and receive the level of guidance and support that best fits your needs today and in the future.
Signature Advisory Services
$750,000+
- Investment Management
- Financial Planning
- Tax Reduction Planning
- Estate & Family Wealth Planning
- Client Services & Communications
Premier Advisory Services
$350,000 - $750,000
- Investment Management
- Financial Planning
- Tax Reduction Planning
- Client Services & Communications
Foundational Advisory Services
< $350,000
- Investment Management
- Financial Planning Recommendation Checklist
What’s Included With Every Tier
In addition to access to our 5 topics of focus, every advisory service tier includes a core set of tools, education and support designed to keep you informed, organized and connected. All clients receive access to our secure digital vault for document storage, Asset-Tree Financial Calculators, trusted e-newsletter with educational resources, on-going phone and email support. No matter which tier aligns with your needs, you’ll receive the support and resources needed to move forward on your financial journey with confidence.
Signature Advisory Services include ongoing financial planning, investment management, proactive tax planning, and legacy planning rooted in Fiduciary Principles
Financial Planning
- Income & distribution planning
- Scenario projections
- Insurance review & planning
- Social security optimization strategy
- Personalized financial plan
Investment Management
- Risk tolerance assessment
- Time horizon evaluation
- Strategic asset allocation
- Personalized portfolio design
- Annual review meetings to evaluate investments, discuss market conditions and adjust your portfolio / plan based on your financial goals
- Employer retirement plan allocation guidance
Tax Optimization & Reduction Planning
- Evaluate your current tax situation and recommend opportunities to improve tax efficiency
- Updates on relevant tax law changes and their potential impact
- Roth conversion analysis
- Capital gains planning
- Year-end tax strategy review
- Charitable Giving
- Coordination with your CPA
Estate & Family Wealth Planning
- Estate plan and beneficiary review
- Wealth transfer strategies
- Coordination with your Attorney
Client Services & Communications
- Timely newsletters packed with relevant information and market updates
- Client appreciation events
- On-demand phone and email support
- Client resource dashboard via asset-tree.com
Customizable Planning
If your selected Financial Planning Tier does not include a topic you would like to explore, additional services may be added to customize your experience. Our goal is simple; to ensure that you are receiving the best guidance and education to help you feel confident and informed about your financial decisions.
Premier Advisory Services include enhanced, financial planning, investment management and pro-active tax planning rooted in Fiduciary Principles
Financial Planning
- Income & distribution planning
- Scenario projections
- Insurance review & planning
- Social security optimization strategy
- Personalized financial plan
Investment Management
- Risk tolerance assessment
- Time horizon evaluation
- Strategic asset allocation
- Personalized portfolio design
- Annual review meetings to evaluate investments, discuss market conditions and adjust your portfolio / plan based on your financial goals
- Employer retirement plan allocation guidance
Tax Optimization & Reduction Planning
- Evaluate your current tax situation and recommend opportunities to improve tax efficiency
- Updates on relevant tax law changes and their potential impact
- Roth conversion analysis
- Capital gains planning
- Year-end tax strategy review
- Charitable Giving
Client Services & Communications
- Timely newsletters packed with relevant information and market updates
- Client appreciation events
- On-demand phone and email support
- Client resource dashboard via asset-tree.com
Customizable Planning
If your selected Financial Planning Tier does not include a topic you would like to explore, additional services may be added to customize your experience. Our goal is simple; to ensure that you are receiving the best guidance and education to help you feel confident and informed about your financial decisions.
Designed for those that require investment guidance designed to build a solid financial foundation
Investment Management
- Investment guidance rooted in Fiduciary principles
- Risk tolerance assessment
- Time horizon evaluation
- Strategic asset allocation
- Personalized portfolio design
- Annual review meetings to evaluate investments, discuss market conditions and adjust your portfolio / plan based on your financial goals
- Employer retirement plan allocation guidance
Financial Recommendations
- Summary of recommendations to improve your current portfolio or financial plan
- Client resource dashboard via asset-tree.com
Customizable Planning
If your selected Financial Planning Tier does not include a topic you would like to explore, additional services may be added to customize your experience. Our goal is simple; to ensure that you are receiving the best guidance and education to help you feel confident and informed about your financial decisions.