Gold Level Financial Planning Program

Gold Level Financial
Planning Program

The Gold Level service provides complete and comprehensive financial planning on an ongoing and pro-active basis.

The Gold Level service is designed to provide complete and comprehensive financial planning on an ongoing and pro-active basis. This program is designed for the individual who is looking for informed and objective financial advice but does not have the time required to properly implement and monitor the strategies that are developed. This level of service removes the time constraints that an individual faces when trying to balance personal and workplace responsibilities.

The Gold Financial Planning Program Provides:

A complete financial review; insurance needs review, and estate planning requirements.
Preparation of a comprehensive financial plan with a planning agenda focused on the client’s stated objectives.
Follow-up meeting in a year to discuss progressE.E.S. will stay pro-actively involved in the development, implementation and monitoring of the planning strategies.
Access to E.E.S. consultant, staff and resources.
Income tax preparation for the client, spouse and dependent children.
Emphasis on strategies to enhance wealth through:
- Reduced taxes
- Increased investment returns
- Discipline through savings strategies
- Ongoing advice on new investment options and planning strategies
Ongoing assistance during transitional periods affecting an individual’s financial circumstances:
Change in compensation / employment
Obtaining / renewing a mortgage
Effective use of holding companies and trusts
Access to the unique E.E.S. Extra Economic Savings program

A summary list of areas that will be reviewed, in both the Gold Level program and the Silver Level program includes: cash flow or debt management, structuring and monitoring an investment portfolio, tax minimization strategies, planning for children’s education, structuring an estate plan and determining insurance needs.

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