Traditional Investment Planning
Fee Based Investment Planning
Financial Planning – one time and annual agreement
Investment review – per account per hour
Charitable Gifting Review
CARE – Personal help for widows
Pastor – Financial CARE and Support
Managed accounts are charged Advisory Fees in addition to internal fees of investment company products, and should be evaluated when determining the costs of a fee-based account. A list of additional considerations, as well as the fee schedule is available in the firms Form ADV (Part 2A) as well as the client agreement. Please ask your Advisor to provide. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors.