Platinum Benefits
An Elevated Financial Planning Experience
for Our Most Distinguished Clients
Platinum benefits include:
Comprehensive, continuous financial planning
Regular review and coordination across retirement, investment, risk management, tax-aware strategies (in coordination with your tax professional), estate planning coordination, and business planning when applicable.
Regular review meetings and proactive strategy updates with priority scheduling and enhanced advisor access
Periodic meetings throughout the year, including an annual comprehensive review and interim check-ins as appropriate. Enhanced access to meeting availability, subject to scheduling and advisor capacity.
Multi-generational planning conversations
Inclusion of spouses, adult children, or other family members in planning discussions when appropriate. Communication with your attorney or other professionals to support alignment between financial strategies and estate objectives.
Coordinated support for complex planning needs
Coordinated assistance with account servicing, policy updates, beneficiary reviews, and administrative matters. Outreach during significant market, economic, legislative, or life changes that may impact your financial plan.
Invitations to select educational and client events
Invitations to select client briefings, educational programs, and appreciation events (availability may vary).
Continued Relationship Engagement
Thoughtful touchpoints throughout the year to support long-term partnership and communication.
