We offer a number of coaching options to meet each client’s unique needs.
Wealth Management Plan
Your Money
- Asset allocation
- Portfolio management
- Manager due diligence
- Risk evaluation
- Performance analysis
Your Plan
- Wealth enhancement, including cash flow management and tax minimization planning
- Wealth transfer
- Wealth protection
- Charitable giving
Your Communication
- Regularly scheduled calls, reviews and in-person meetings
- Strategic alliances, including legal, tax, insurance and investment advisors
Investment Plan
Comprehensive financial plan, with implementation and adjustments over time
handled by you.
- Discovery meeting
- Investment planning meeting
- Mutual commitment meeting
- 90-day follow-up meeting
- Ongoing progress meetings
Subscription-Based Plan
The next generation of financial services is here. Advice Pay gives you direct access to the latest cutting-edge technology, paired with guidance from a financial professional. Choose the subscription package best for you and pay monthly via credit card or ACH, just like subscribing to your favorite streaming service.
Second-Opinion Service
In order to help the people you care about pursue their financial goals, we have created a complimentary second-opinion service. We are pleased to offer your friends, family members and associates the same experience and guidance that you have come to expect as a valued client of Fusion Financial Group.
