FINANCIAL PLANNING PACKAGES

STARTER

    • Develop Investment Portfolio & Set Financial Goals
    • 5yr Cash Flow & Swing Projections
    • Review Retirement Account Contributions for IRA & Roth 
    • Evaluate Employer Retirement Plans: 401(K), 403(B), SEP IRA, Etc.
    • Review Life Insurance
    • $500 Up Front
    • $500/yr- Annual/ Semi-Annual/ Monthly Meetings
Get Started

ESSENTIAL

    Everything in Starter Package Plus: 
    • Investment Portfolio Analysis, Strategy, Goals &Recommendations
    • Debt Strategy for Mortgage, HELOC, Student Loans, Auto Loans, Etc. 
    • Traditional Vs. Roth Contribution Analysis
    • Education & College Funding 
    • Cash Flow Analysis
    • $1,000 Up Front
    • $1,000/yr- Annual/ Semi-Annual/ Monthly Meetings
Get Started

ADVANCED

    Everything in Essential Package Plus:
    • Tax Coordination With your Accountant
    • Alternative Investment Strategy (Private Equity, Venture Capital & Non-Traded Real Estate)
    • Tax-Qualified Investment Consideration (Exchange Funds, Deferred Annuities, Etc.)
    • Retirement Income Forecasting & Planning
    • Estate Planning Review- Document & Beneficiary Reviews
    • Roth Conversion Analysis 
    • $2,500 Up Front
    • $2,500/yr- Annual/ Semi-Annual/ Monthly Meetings 
Get Started

CHECK OUT THIS INFORMATIONAL VIDEO ON HOW
WE MANAGE AND TRACK YOUR ASSETS!

My Fee Schedule

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Andrew Aubrey
LPL Financial Advisor
 Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.