| Service Features | Supervised Portfolios | Tailored Portfolios |
|---|---|---|
|
Investment Management | Five Designated Portfolios |
X |
|
|
Investment Selection Using Low-Cost Funds |
X |
|
|
Investment Selection from Our Recommended List, Real Estate & Energy Partnerships |
|
X |
|
Personalized Portfolio Design and Monitoring |
|
X |
|
Account Review Twice Per Year with Advisor |
|
X |
|
Monthly Account Statements from Schwab |
X |
X |
|
Monthly and/or Weekly Video Messages |
X |
X |
|
Educational Seminars and Client Events |
X |
X |
|
Account Access Through Your Own Client Portal |
X |
X |
|
Tax Return Preparation (no additional cost for acct. values > $250,000) |
Per Hour Cost |
X |
|
Financial Planning |
Per Hour Cost |
X |
|
Social Security Timing Reports |
Per Hour Cost |
X |
|
Estate Planning Consultation (1-2 hours with outside attorney) |
Per Hour Cost |
X |
We provide financial planning, tax planning, and investment management services that help you to experience a successful retirement.
