| Asset Management |
|
Financial Planning |
| Services |
|
Services |
| Providing investment advice using programs available to investment advisor |
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Provide integrated analysis and solutions for your financial future based on your values, objectives, and resources |
| Financial Topics |
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Financial Topics |
| Investment recommendations for assets held at Johns & Wilkinson with selection based on your time horizon and risk tolerance |
|
Address some or all of the following financial areas:
- Financial Position: Net Worth and Cash Flow
- Family Protection
- Basic Estate Needs
- Charitable Giving
- Funding Education
- Funding Future Goals
- Funding Retirement
- Transition to Retirement
- Retirement Income
- Investment Planning for Assets Held Elsewhere
- Income Tax Planning
- Employee Benefits Planning
- Estate, Legacy, or Multi-Generational Planning
- Small Business Owner Planning
|
| Meetings |
|
Meetings |
| Generally, two meetings per year |
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Generally, two to four meetings per year, including one annual planning review |
| Financial Planning |
|
Financial Planning |
| Investment solutions tailored to your needs |
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Written recommendations on specific financial goals including progress toward financial independence |
| Fee Structure |
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Fee Structure |
| Fees based on assets under management |
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Fee based on case complexity and number of issues; may be offset for clients with assets under management |
