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512.264.3833

Paul Purcell

Advisory Based Services

ADVISORY BASED SERVICES

FINANCIAL PLANNING & PORTFOLIO ANALYSIS

MONEY GUIDE PRO

  • RESEARCH COMPETITVE PRODUCTS
  • DESCRIBE ALTERNATIVES
  • RECOMMEND PRODUCTS
  • FACILITATE TRANSACTIONS
  • REVIEW ACCOUNT PERFORMANCE

IN-DEPTH ANALYSIS OF SOME OR ALL OF THE FOLLOWING:

  • NET WORTH AND CASH FLOW ANALYSIS (BUDGET)
  • INVESTMENT STRATEGIES
  • ASSET ALLOCATION ANALYSIS
  • RISK MANAGEMENT ANALYSIS AND INSURANCE REVIEW
  • RETIREMENT PLANNING PROJECTIONS
  • SOCIAL SECURITY PLANNING
  • ESTATE PLANNING
  • EDUCATION PLANNING
  • IN-DEPTH PRODUCT/FINANCIAL RESEARCH, ALTERNATIVES AND RECOMMENDATIONS BASED ON ANALYSIS
  • WORK WITH YOUR FAMILY MEMBERS AND TEAM OF PROFESSIONALS(I.E. ATTORNEY AND CPA) AS NEEDED AND REQUESTED
  • CONSOLIDATE STATEMENTS, CLIENT WEB ACCESS
  • PORTFOLIO MANAGEMENT
  • AUTO-REBALANCING

SERVICE FREQUENCY

INITIAL:

  • COMPREHENSIVE DATA GATHERING AND REVIEW
  • STRATEGY RECCOMENDATIONS AND SOLUTION MEETINGS WITH CLIENT AND TEAM MEMBERS
  • PRESENTATION OF CONSOLIDATED WRITTEN FINANCIAL PLAN

ONGOING:

  • RECCOMEND TWO TO FOUR SERVICE CONTACTS/YEAR
  • PLAN UPDATE AS NEEDED
  • UPDATE SUITABILITY PER SEC REQUIREMENTS

 

COMMISSIONS AND FEES

ADVISORY FEES: SEE BELOW

401(K) QUALIFIED PLAN ADVISEMENT: $600 A YEAR OR % OF ASSETS IN RETIREMENT PLAN

CONSULTATIVE SERVICES: $225 PER HOUR OR YEARLY RETAINER ($1,500 MIN.)

COMMISSIONS: ON POTENTIAL LIFE PRODUCT SALES, HEALTH INSURANCE, LONG-TERMCARE, ANNUTITIES, DISSABILITY AND COLLEGE FUNDING

 

ADVISORY FEES: MAY VARY BASED ON HOUSEHOLD

UP TO $100,000                    1.65%

NEXT   $400,000                   1.25%

NEXT   $500,000                   1.15%

NEXT $1,500,000                  1.00%

NEXT $2,500,000                  0.75%

ABOVE $5,000,000               0.50%