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This package is for high-earning trades professionals who want a fee only financial planner to manage it all.
This package is for high-earning trades professionals who want a fee only financial planner to manage it all.
We offer:
We offer:
Comprehensive Financial Planning + Investment Management
2 Meeting Per Year, unlimited phone and email support
$5,000 minimum annual fee (or 1.00% billed on $500,000+), fee rate lowers with increased asset levels
Right Capital access included
Advisory services offered through Core Planning, LLC, a Registered Investment Advisor. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. No advice may be rendered unless an advisory agreement is in place.
You might have pensions, business interests, rental and/or commercial real estate, raw land, equipment, and more in your financial picture.
Your plan will factor in the following financial dimensions of your life and more so you can retire with confidence.
Cash Flow and Goals Setting
Risk Management and Insurance
Investment Planning
Tax Planning
Retirement Income Planning
Estate Planning
Below is a quick tour of the included Right Capital mobile app that helps you see your full financial picture at all times.
Right Capital Intro Video
Right Capital Intro Video
Right Capital Mobile App Full Tutorial
Right Capital Mobile App Full Tutorial
Your desktop access to Right Capital provides a comprehensive view, bringing order to your complex financial situation.
Get clear on where your cash flow goes.
Know if your plan is on track for success.
Your Snapshot consolidates your financial life in one place.
Know where you stand on emergency cash.
Set your own unique goals to work towards.
Help manage tax rates tomorrow with planning & strategy today.
Analyze multiple withdrawal strategies for optimal efficiency and savings.
Plan the timing and coordination of income streams for your retirement.
Have confidence spending what you've worked so hard to earn.
Claim Social Security when and how it's best for you.
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