Personal Financial Profile
Wealth Advisory group will evaluate your financial situation and prepare a personal financial profile with projections of your goals and provide you with observations and recommendations that are customized to your objectives. Each financial planning client will receive their personalized profile in a 3 ring binder (Life Management System) divided in sections that will address every area of your financial issues as well as organization and documentation of your important personal affairs. Net worth Statements and evaluations of investments and opportunities will be prepared for you after each planning session and filed in your Life Management System to update your plans on a regular basis.
Strategic Planning Overview
Wealth Advisory Group will meet with clients to evaluate their personal circumstances and to build a sound investment strategy. We address all issues and goals and develop an investment plan to reach those goals. Clients may choose the amount of planning sessions for which they engage us at depending on their needs. (Click here for Financial Planning Membership Options and Fees). We are a Registered Investment Advisory firm that seeks to provide quality professional financial planning with competence, diversity and trust.
Personal needs vary; therefore we have different levels of membership options which make it easy to structure a program for individuals of all ages and income brackets.
Bronze Membership Option: A periodic financial check-up
For a financial check-up done periodically, the bronze option provides clients with a comprehensive one time financial evaluation and review. Wealth Advisory Group will assemble your personal profile and net worth and provide recommendations for your financial goals and objectives. Each client will receive all reports in the Life Management System organizer.
One time fee is $375.00
Silver Membership Option: Annually measuring your progress or planning
The silver option provides clients with a comprehensive and detailed written financial plan of all client assets and insurance plans including company provided employee benefits. It also includes an annual planning review with a Wealth Advisory Group investment advisory associate. Observations and Recommendations will be given to clients as well as asset performance tracking, net worth statements and proactive coaching of your family wealth.
Annual fee is $750.00
Gold Membership Option: Semi-annual reviews and planning sessions
The gold option provides clients with all features of a Silver membership and includes semi-annual financial planning reviews with a Wealth Advisory Group financial planner. The opportunity to meet twice a year affords more concentrated time to be spent on detailed financial issues such as estate planning, tax planning, portfolio review and balancing, options strategy and insurance planning. We focus on reviewing the progress from the prior meetings assuring continued progression toward your financial objectives. You will receive an Investment Strategy profile and asset allocation report showing all of your financial assets, not just the investments in one account. The total household wealth strategy is a proactive approach for planning with your own family Wealth Advisor.
Annual fee is $1,500.
Platinum Memberships: Your family Wealth Advisor
The Platinum option gives you the opportunity to work consistently with a Trusted Family Advisor producing a high degree of confidence, trust and familiarity with the entire family. All facets of wealth are discussed including private investment opportunities, estate and tax strategies for maximum benefit, philanthropy and distribution strategies. Our Family Advisors and staff are on-call to handle all aspects of your Life Management.
Fees are determined on an individual basis according to the personal needs of each engagement.
Email us at info@e-wealthadvisors.com for more information on our Financial Planning.
