Investment Strategies for NHLers
Fee for Service
Comprehensive Financial Plan
$1,500
- Includes following services:
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Cash Flow Planning
Farmers & Business Owners
Comprehensive Financial Plan
$5,000
- Includes everything in previous plan, and:
- Farm/Business Tax Planning
- Farm/Business Succession Planning
- Farm/Business Transition Planning
Fee for Service
Comprehensive Financial Plan
Fee Based*
- Includes everything in previous plans, and:
- Low-Cost Investing
- Access to Alternative Investments
- Strategic Tax Loss Harvesting
- Fully Diversified Portfolio
- Bear Market Investment Strategies
- Tax-Efficient Investments
- Proper Rebalancing Techniques
- Behavioral Finance Coaching