Premier Stewardship Services

Premier Stewardship Services are great if you have already accumulated some assets and are focused on being a good steward of your wealth. You may be well into your career and are beginning to wonder if you have enough saved for retirement. Having worked to become an Everyday Millionaire, you now have questions about Social Security, taxes, investment strategies, and more. You’re looking for a guide to help you navigate the transition from being a saver to a spender.
As a member of our Premier Stewardship client group, you will receive semi-annual reviews with a wealth manager as well as monthly newsletters, webinars, and workshops. This clientele group also has access to RightCapital, our personalized client planning portal and mobile app.
Retirement & Goal Planning
  • Retirement planning & distribution strategies
  • SSI optimization & Medicare planning
  • Executive compensation & stock plans
Investment Planning
  • Objective-based portfolios
  • Ongoing monitoring & rebalancing
  • 401(k) recommendations
Tax Planning
  • Tax-optimized distribution strategies
  • Roth conversion strategies
  • Annual Key Numbers report
Protection Planning
  • Insurance policy review
  • Life, disability, & long-term care insurance needs analysis
Estate Planning
  • Estate planning checklist
  • Beneficiary review
Generosity Planning
  • Generosity workshops & resources
  • Donor Advised Funds (DAF)
  • Stock gifts

0.30% per quarter on portfolios between $500,000—$1,000,000

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