We serve clients at seven levels. In conjunction with service offered at each level, we provide a valuable deliverable that clearly displays how we add value.
The Seven Levels
of Service Provided By A Capable Planning Team
FAMILY WEALTH STATEMENT
VALUE PROPOSITION LETTER
BINDER / PUBLISHER
EVALUATOR / EDUCATOR
The title "Analyst" typically refers to an adviser who has an Investment Advisory Representative or CPA credential. Not all members of our firm are IARs or CPAs. Nor do all members of our firm offer all of the services listed on this page.
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.