The GamePlan
Creating Your GamePlan
Price: $3,500 - $7,500
(Fee based on Client's unique situation)
2/3 of Fee Deposit to start. If upon presentation of GamePlan we agree to begin an Investment Management relationship, the final payment is waived
Time Frame:
2-3 Meetings over 2 Months
The Process:
Set Up Client on Merited Client Portal. Click here for demonstration of how Client Portal Works
Collect All Client information to be analyzed. Click Here for a list of items requested
Presentation of GamePlan with Recommendations
Your GamePlan may cover all or some of the following items:
- Tax Planning
- Personal and Business Retirement Planning
- Insurance Planning
- Education Planning
- Estate Planning
- Protection Planning
- Any other items agreed to by Client and Firm
What Makes us Different:
We strongly encourage you to listen to our Podcast, watch our YouTube video or read out Blogs to get a better feel of what makes us different.