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One of our trusted financial advisors will sit down with you in person to review your specific needs and preferences. We will then conduct a comprehensive analysis of your investments using our exclusive and integrated process. This process utilizes the latest tools and analytic techniques available.
After the analysis, we will meet again to review a customized investment recommendation based on your unique needs. Additionally, this plan will include proven tax-reduction strategies that are designed to maximize your wealth.
This is a free service that we offer to any Financial Gravity customer who has subscribed to a tax or business solution. We also offer this assessment service for a one-time fee for individuals who are not active customers of other Financial Gravity solutions.
After the financial assessment we will provide “hands-on” assistance to help implement and manage your customized investment strategy.
Depending on the unique elements of your plan, investments typically include: IRA’s, retirement plans, life insurance, annuities, mutual funds, electronically-traded funds (ETF’s), separately managed accounts (SM’s), real estate investment trusts (REIT’s), stocks and bonds, and other alternative investments.
Portfolio access and insights are available 24/7 via one of the most sophisticated, reliable, and user friendly technology platforms in the industry.
To further differentiate ourselves from traditional brokerage firms, our fee structure is completely transparent. There are no hidden fees or daily calls from some sales broker trying to get you to buy or sell a financial product so “they” can earn a commission.
Plain and simple - with The Wealth Advocate, we offer solid wealth management that you can count on.
THIS SOLUTION INCLUDES:
You’ve worked hard over an entire lifetime to generate meaningful wealth. You deserve the peace of mind that comes from knowing that every possible action has been taken to decrease taxes and increase what gets passed on for future generations.
Our estate planning solution is designed to work in coordination with our other tax and wealth solutions to maximize the overall impact to your bottom line.
OUR ESTATE PLANNING SOLUTION INCLUDES:
While this solution is primarily designed to assist our active tax, wealth, and business solution clients, we are also glad to offer this service broadly based on a standard financial advisory fee.
Minimizing risk is a critical part of any well-crafted financial plan. Because we are an independent financial advisory firm we can objectively help you manage the complexity of the insurance industry to ensure you get the maximum amount of benefits at the best price.
OUR OFFERING INCLUDES: