Services

Diamond:          Estate, Tax, Investment Planning and Portfolio Management.

                             Stock Options. Risk Analysis.

                             Corporate Investment Committee Planning. Legacy and Wealth Transfer.

                             Trust management. Quarterly Market and Economic Updates.

                             Giving and Gifting.

                                                                                    AUM minimum 2 million

Platinum:          Estate, Tax, Investment Planning and Portfolio Management.

                             Corporate Investment Committee Planning. 401(K) services.

                             Legacy and Wealth Transfer.

                             Trust management. Quarterly Market and Economic Updates.

                                                                                    AUM minimum 1 million

Gold:                   Tax, Investment Planning and Portfolio Management.

                             Corporate Investment Committee Planning. 401(K) services.

                             Legacy and Wealth Transfer.

                             Quarterly Market and Economic Updates.

                                                                                    AUM minimum 500,000

Silver:                  Investment Planning and Portfolio Management. 

                              Legacy Planning. SEP & 401(K) services.                                                                                              

                              Behavioral Finance Education.  Semi annual Market and Economic Updates.

                                                                                    AUM minimum 250,000

Bronze:               Genesis Managed Portfolios.  Budgeting and Debt Management.

                              Behavioral Finance Education.  Annual Market and Economic Updates.

                                                                                    AUM under 250,000