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How we are compensated

Complimentary One hour consultation
In this initial meeting, we listen to your goals, concerns and financial planning needs.  We will discuss which of our services may be right for you and how we will work together to achieve them.
&#160;<strong>Where am I now?</strong>
<strong>Where do I want to be?</strong>
<strong>How do I get there?</strong>
<strong>Take Action</strong>

Complimentary One hour consultation In this initial meeting, we listen to your goals, concerns and financial planning needs.  We will discuss which of our services may be right for you and how we will work together to achieve them.  Where am I now? Where do I want to be? How do I get there? Take Action

 

Financial Focus

$395 concentrated one topic analysis

 Inheritance

 Employer Benefit review

 Insurance or portfolio analysis

 Debt (mortgage, student loans, ) payoff        planning

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Financial Planning
$995 to $3500 plan
$300 to $1000 per quarter

Financial Planning $995 to $3500 plan $300 to $1000 per quarter

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

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Investment Management
1% Annual

Investment Management 1% Annual

Individualized portfolio design to meet your  goals

 Written Investment Policy Statement

 Ongoing portfolio management

 Consolidated statements

Online account access

Emphasis on tax efficiency

Risk management analysis

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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.