8120 Penn Avenue S, Suite 115
$395 concentrated one topic analysis
Employer Benefit review
Insurance or portfolio analysis
Debt (mortgage, student loans, ) payoff planning
The financial plan provides clarity, guidance and the steps needed to help you reach your goals. When life changes, we will make updates to the plan.
-Consolidate and organize all your financial information. Where am I now?
-Identify your goals and answer all of your questions. Where do I want to be?
-Create your personal comprehensive financial plan. How do I get there?
-We will coordinate the next steps of your plan. Take Action!
-6 month follow-up meeting
-Unlimited access to your CFP
-Annual update of goals and financial plan. How am I doing?
-Online access to your personalized SBI Wealth Portal. A one stop program for all of your financial information.
-No minimum net worth assets required
Individualized portfolio design to meet your goals
Written Investment Policy Statement
Ongoing portfolio management
Online account access
Emphasis on tax efficiency
Risk management analysis
Additional compensation may apply in the form of commissions for purchase of individual stocks, bonds and through service fees (12b-1) for mutual fund transactions. Fees, charges and expenses are detailed in the Cetera Advisor Networks LLC's and/or AdvisorNet Wealth Management ADV Part 2A.