Concierge Package

For our Concierge Package, clients who sign up for it will receive a package of services in addition to the annual planning subscription.  These services include:

  • Tax preparation for state and federal returns for the 2021 tax year.
  • Estate planning services to include the review, updating and preparation, as needed, of estate planning documentation.*

A team of investment operations specialists dedicated to personally guiding the process of any investment account transfers and rollovers.

For the first year, all of these services are offered at a discounted price quoted and displayed upon agreement, confirmed via email and are in addition to the annual planning fee. After the first year of service, these services will be renewed at the standard pricing. 

* Some exclusions, such as irrevocable trusts or standalone special needs trusts, do apply.

** This new client offer expires on 12/31/2021.