Wealth Management
Our most comprehensive package, Wealth Management provides an ongoing relationship that begins with a comprehensive plan, followed by implementation of that plan. Once we’re pointed in the right direction, we continually monitor your investments and help to keep and grow your wealth.
The Wealth Management package is billed quarterly as a percentage of managed assets or fixed quarterly fee. Minimum $1,250 per quarter. This package includes the following areas. Or, see a complete list of all of our services.
Retirement capital needs analysis
Initial investment recommendations
Investment implementation
Investment management
Portfolio rebalancing
Foothills Financial Dashboard
Housing review
Estate planning
Insurance review
College investment planning
Social security review
Cash flow analysis and budgeting
Pension optimization
Tax planning
Wealth index
Continuous financial planning support
