Services
Services
Comprehensive
We are your trusted advisor regarding all aspects of your financial life.
Total management of wealth, investments, and estate planning to provide you with confidence in your future.
Engagement includes:
- Designing, implementing and monitoring a custom investment portfolio
- Personal Financial Plan
- Consulting on all financial matters from budgeting and investing to insurance and retirement planning
- Semi-Annual Portfolio Meetings
- Annual Financial Plan Review
- Consulting with your outside Financial Team such as CPA, Attorney and Bookkeeper etc.
- White glove customer service
We can also provide advice to your next generation as part of your engagement and FTP may service the role as your family chief financial officer.
Minimum Investable Assets:
$500,000
One-Time Financial Plan
Let us put together a road map and walk through your questions.
You may need advice to maximize your wealth as you plan for a major life event.
Putting together a financial plan allows you to see your wealth and effects of your decisions in one place.
Engagement includes:
- View your financial picture to age 100
- Delivery of Personal Financial Plan
- Review of Cash Flow, Expenses, Income, Assets, Tax Liabilities, What If Scenarios
- Action items to meet goals
- Goal planning for major events, such as retirement, inheritance, wealth transfer or business sale
- 1.5 hour data gathering
- 5-hour Paraplanner work
- 1.5- hour comprehensive financial planning meeting
Fee: $2,000-$5,000
Dependent of complexity
Subscription
Advice to educate, empower and support you as your career evolves.
Leverage the expertise of a trusted advisor who has the experience for guidance on a specific sitiuation or singular goal.
Engagement includes:
- 401(k)/IRA Guidance
- Debt/saving strategy
- Insurance and Tax Planning
- Home buyer roadmap
Subscription/Hourly Fee:
$250/hour or
$175/month with annual subscription
Financial Planning
Retirement Planning
Divorce Consulting
Wealth Transfer
Portfolio Review
Charitable Giving
Cash Flow & Budget
Social Security & Medicare
Business Sussession
RMD & Withdrawal Strategies
Tax Management*
Estate Planning*
*FTP does not provide advise on tax or legal matters. Please discuss these matters with the appropriate profesional
Investments
Fee Based Managed Accounts
Tax Advantaged Investments
Brokerage Accounts
Stocks
Bonds
Mutua Funds
ETF's
Defined Benefit Plans
Defined Contribution Plans
Stock Options & RSU's
Alternative Investments
IRA's
Roth Conversions
Environment & Socially Responsible
UTMA's & 529 Plans
Treasury Bills & Notes
Government Securities
Variable Annuity
Fixed Annuity
Financial Service Professional Recommendations (available upon request):
- CPA
- Attorney
- Real Estate Agent
- Mortgage Representative
- Medicare Specialists
- Private Banking
- Business Banking
- Home & Auto Insurance Services
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
michele.leach@sagepointadvisor.com | 818.704.0001 x225