On a Personal Note

Investment Management

Produce and Implement a Comprehensive Financial Plan, Which Includes the Management of Investments

Review

  • Review meetings
  • Continuous communication
  • Phone
  • Email
  • Commentaries
  • Letters

Implement

  • Delivering the plan
  • Executing the plan
  • Setting up the portfolios and accounts
  • Putting risk management solutions to work
  • Getting clients organized
  • Begin estate planning work

Discover

  • Goals
  • Objectives
  • Hopes
  • Aspirations
  • Needs

Recommend

  • Advice
  • Solutions
  • Planning
  • Education

Manage Investment Accounts Only

 
  • Accounts through LPL
  • Manage Your Existing 401k or 403b at your Current Employer

Perform Specific
Financial Projects
for an Hourly Fee

 
  • Generally whatever you need analyzed or planned for at an
    hourly rate of $200

Obtain Specific
Insurance Coverage

 
  • No separate charge for this as the insurance company will pay us a commission for whatever product is placed
© 2010 The Grace Companies

 

The Grace Companies
225 S. Westmonte Dr., Suite 1050 Altamonte Springs Florida
321-207-0465 Toll Free: 800-943-0465

Member: www.finra.org     www.sipc.org  

SECURITIES OFFERED THROUGH
LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a registered investment advisor and separate entity from LPL Financial.