Your hosts for the evening will be Gary, Patty, and Evan from our team. Gary Alpert and Evan Bethards will lead the presentation, sharing key Social Security insights in a way that’s easy to understand and apply to your own situation.
This event is perfect for pre-retirees, business owners, executives, and anyone looking to make informed decisions about their future retirement benefits.
And because learning is best paired with great company and great wine, we’ll also be hosting a curated wine tasting experience to sip and enjoy while we discuss these important topics.
Space is limited, so RSVP below!
We look forward to raising a glass with you while helping you feel more confident about your Social Security strategy!
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Hourly consulting is available for specific issues – $400.00 per hour. This is appropriate for guidance with regard to one particular element or question regarding estate planning or investing.
Retirement Plan Consulting is also available on an hourly fee basis.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Pricing Starting At: Singles $3500* | Couples $5000* | Business Owners $6500*
Financial Consulting includes the following services:
*Depending on complexity
**Client administers investment changes
Comprehensive Financial Planning included with managed assets above 750k. Financial Planning is an additional cost if less than 750k.
The following cost schedule applies for personalized financial planning services & wealth management relationships:
| Aggregate Market Value | Investment Management Costs |
| $3,000,000 + | .70% Annually |
| $2,000,000 to $3,000,000 | .80% Annually |
| $1,000,000 to $2,000,000 | .90% Annually |
| $750,000 to $1,000,000 | 1% Annually* |
| $500,000 to $750,000 | 1.25% Annually* |
Annual costs include the following services:
*Client pays all trading costs on accounts.
