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Creating Your Individual 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 videos or read our Blogs to get a better feel of what makes us different.

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