Individuals
Wealth Management Services We Offer For Individuals
Our Services
First, we strive to understand your goals. Next, we partner with you to create a customized strategy to help achieve those goals. Always, we adjust, and accommodate as your life and your goals continue to evolve.
Holistic Financial Planning
Financial planning fees start as low as $1000. Strengths and vulnerabilities of:
- Estate Planning
- Retirement Planning
- Tax Planning
- Investments
- Insurance
Fee estimate is determined after initial discussion and based on complexity of assets, liabilities and goal scenarios to be reviewed (range from $1000 - $10,000).
Retirement Income Planning
We strive to understand your goals and customize retirement strategy to fit the plan. If you work with us to manage assets on your behalf, Financial Planning is included with no separate fee and the ongoing fee is billed based on the assets we manage for you. View Our Fees >
Insurance Planning
We provide you an evaluation of the risk protection that meets your goals and contingencies. Then, if you choose, help you implement an asset protection strategy through the use of insurance (life, disability and long-term care) and annuity products. Fees for each specific solution fully disclosed for your consideration prior to issue of the insurance.
Workplace Benefits Planning
We strive to understand your goals and customize retirement strategy to fit the plan. If you work with us to manage assets on your behalf, Financial Planning is included with no separate fee and the ongoing fee is billed based on the assets we manage for you. View Our Fees >
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
sonjab@csvfinancial.com | (612) 638-2727