Full Service Financial Planning

EWS_financial-planning.jpg
EWS_financial-planning.jpg

Full Service Financial Planning

2,495.00

FINANCIAL PLANNING SERVICE INCLUDES:

  • Cash flow analysis
  • Insurance and risk analysis
  • Retirement analysis
  • Investment allocation analysis
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When you become part of the Everett Wealth Solutions family, we make sure that everything is done very well for you.

As a valued client, you will also receive:

  • Commitment to our Client Charter
  • Personal time and attention of a Fiduciary Advisor
  • Invitations to Client Appreciation and Education events
  • Referral and Client Appreciation gifts
  • Access to The Living Balance Sheet

What EWS expects of our clients:

  • Full disclosure with accurate and up to date information
  • Completion of the online Client Communication Profile
  • Referrals to people in your network