The Wealth Review is a two hour review of 2-3 financial planning questions selected in advance by you. You have a 14-day window after the meeting for phone and email follow up on recommendations at no additional charge. Click here to learn more about the Wealth Review.
After starting with the Wealth Review, the Wealth Retainer provides on going comprehensive financial planning for a fixed annual fee. You agree to an ongoing relationship with EFS as your trusted guide in financial areas of your life. You will have six to eleven scheduled meetings during the Initial Year, depending on your individual situation, and generally three or four scheduled meetings during Renewal Years. In addition to scheduled meetings, additional face-to-face, e-mail and/or phone consultations to deal with unexpected issues are included at no additional charge.
Services provided may include, but are not limited to: tax preparation, tax planning, risk management review, inventory of assets, education funding, analysis of financial goals, portfolio analysis, development of an asset allocation strategy, no-load mutual fund/Exchange Traded Fund recommendations, retirement planning and estate plan reviews. Fee is based upon the complexity of your situation.