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Core Financial Plan Plus

$1,400 initial fee & .75% annual investment management fee

The details:

  • Starts with a detailed financial plan that reviews your retirement planning preparations and progress toward other financial goals.
  • Findings and recommendations from the planning review are outlined in a presentation meeting and provided in writing. Supporting reports include retirement planning projections, net worth statement and portfolio comparisons.
  • We do the work to help you set up the right types of investment accounts, consolidate existing accounts and invest the accounts in a way appropriate to your unique circumstances. An Investment Policy Statement establishes written guidelines for how the portfolio is managed.
  • Investment accounts are held at TD Ameritrade Institutional, a third-party custodian that provides independent confirmation of the safekeeping of your assets.
  • Once accounts are set up and invested appropriately, we will monitor and periodically rebalance to ensure your accounts remain consistent with your target allocations and risk level.
  • Other services include as-needed financial planning updates, assistance with employer-sponsored retirement plans and year-round availability to help you address key financial issues as they arise.
  • Includes financial planning updates for clients who have more than $300,000 managed by Four Ponds.
508-403-0395 | info@fourpondsfinancial.com