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Our retainer includes ongoing comprehensive financial planning
and investment advisory services including portfolio management.
Our service is an open retainer, which means we provide extensive
open-ended service for any financial matter that may arise during
the year. This includes design and management of investment portfolios
using Edelman’s Managed Asset Program
(EMAP)
- Ongoing services include:
- Daily account rebalances, as warranted, at no additional costs
- Ongoing comprehensive financial planning relating to:
- achieving financial goals,
- retirement accounts for client’s business
- estate planning issues,
- investment issues,
- tax planning,
- insurance needs,
- college funding,
- gifting strategies,
- mortgage issues
- issues involving employers and career changes
- option strategies and 10(b) 5-1 programs
- Open-ended service so the client is encouraged to call with
questions at any time throughout the year.
- Meetings as appropriate for the client’s needs to review
whatever financial issues the client brings
- Educational newsletters and articles
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