Service Options

• Life Insurance
• Long-term Care Insurance
• Disability Insurance
• Fixed and Indexed Annuities

• Annual Performance Review
• Annual Risk Tolerance Review
• Quarterly Statements From Fund Company
• Financial Education Newsletter
• Online Investment Account Access

Additional Services

• Life Insurance Evaluation
• Retirement Check-Up (one-time)
• Email and Phone Support (during business hours)

  
  

Financial Advisor's Compensation
Type Commission

• Actively Managed Investment Portfolio
  
• Asset Allocation Recommendations
  
• Portfolio Rebalancing
  
• Annual Performance Review
  
• Annual Risk Tolerance Review
  
• Financial Goal Planning
  
• Investment Advice
  
• Quarterly Investment Statements
  
• Financial Education Newsletter

Additional Services

• 24-7 access to your Personal Financial
       Website with UNLIMITED cloud storage
       (powered by eMoney)
  
• 24-7 access to your online Financial Goal
       Planning Software (powered by eMoney)
  
• Life Insurance Evaluation
  
• Retirement Check-up (annually)
  
• Semi-annual review meetings
  
• Email and Phone support
       (during business hours)

  Financial Advisor’s Compensation Type
  Annual Fee: based on Assets Under Management