COVID-19 Update: Our clients’ health and well-being is of the utmost importance and concern to our team. We will be operating normal business hours unless noted and we are committed to returning calls/emails as soon as possible. Any meetings requested/scheduled can be conducted via conference call or virtually via Zoom. Please call our office with any questions or more information.

Premier Stewardship Services


As a member of our Premier Stewardship client group, you will receive semi-annual reviews with a CFP® Professional as well as regular check-ins, monthly newsletters, webinars, and workshops. This clientele group also has access to Right Capital, our personalized client planning portal and mobile app for viewing your accounts on-the-go.

Retirement & Goal Planning:

Retirement planning and distribution strategies

SSI optimization and Medicare planning

Executive compensation and stock plans

Investments:

Objective-based portfolios

Ongoing monitoring and rebalancing

401(k) recommendations

Protection:

Insurance policy review

Life, disability, and long-term care insurance needs analysis

Taxes:

Tax-optimized distribution strategies

Roth conversion strategies

Annual Key Numbers Report

Estate:

Estate planning checklist

Beneficiary review

Generosity:

Generosity workshops and resources

Donor Advised Funds (DAF)

Stock gifts


0.35% per quarter on portfolios between $250k - $500k
0.30% per quarter on portfolios between $500k - $1M


The fees listed here are the fees we charge for our services as an Investment Advisor Representative of FSC Securities Corporation.  Please note that there is a complete Fee Schedule for FSC Securities Corporation on the firm's Form ADV Part 2A and the fees listed here are within range of fees permitted by the firm.  For more information regarding fees, please request a copy of the firm's ADV Part 2A or visit https://adviserinfo.sec.gov.

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