Silver Level Financial Planning Program

Silver Level Financial
Planning Program

The Silver Level service provides ongoing comprehensive personal financial planning.

The fundamental difference between the ‘Gold Level’ and ‘Silver Level’ programs is the time, implementation and availability of
the E.E.S. consultants. The Silver Level service requires more time and commitment of the participant.

The Silver Financial Plan Service Provides:

A complete financial review; insurance needs review, and estate planning requirements
Preparation of a comprehensive financial plan with an agenda focused on the client’s stated objectives
Follow-up meeting in a year to discuss progress
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
Limited telephone access to E.E.S. consultant.
Limited access to the E.E.S. Extra Economic Savings program.
Access to financial planning newsletters.

A summary list of areas that will be reviewed, in both the Gold Level program and the Silver Level programs include: 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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