1. CONSULTATION
We develop a strategy to address one issue, often implemented through the recommendation of an appropriate product (i.e., designing a buy sell arrangement funded with life and disability products).
Planning Based
- Comprehensive or focused financial planning
- Investment advice
- Risk Management Advice
Cost
- Up-front planning fee & updates as needed
- Fees and/or commissions for solutions if implemented at your discretion
2. WEALTH STRATEGY
For clients needing more comprehensive service with multiple moving parts and integrated solutions, the time commitment required of that level of service and expertise suggests a fee arrangement - one that can be ongoing - to ensure your plan is adjusted to meet your changing circumstances. That’s followed by plan implementation, where we select suitable products at your discretion. The Wealth Strategies approach can be a deeper, more rewarding experience for all concerned.
Relationship Based
- Comprehensive or focused financial planning
- Investment advice
- Risk management advice
- Yearly review and plan update at your discretion
Cost
- Annual planning fee
- Fees and/or commissions for solutions if implemented at your discretion
*Not practicing on behalf of MML Investors Services, LLC or Strategic Financial Partners.
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CHARLIE ERB
Wealth Strategies Planner
901.260.2434
Do you need help planning your financial future?
At Strategic Financial Partners, we develop expertly tailored financial strategies in insurance, wealth management, employee benefits, and retirement. Let us help guide you!