Financial Planner Access
Not sure when you will need a financial planner? This service gives you access to ask any questions that may arise in your life. Up to 12 hours per year access via phone, virtual meeting, email, or text, a planner will get back to you with in 24 hours.
Included Services:
All Investing services plus
Ability to contact and interact with a financial planner
Get questions answered like:
Getting Married
Employer 401k,
Having a child,
Entering your career,
Life stage changes,
College Savings,
Buying a house,
Difference between Traditional IRA & Roth IRA
Planning access powered through Savology
*Canceling within 12 months will be charged $150
Not sure when you will need a financial planner? This service gives you access to ask any questions that may arise in your life. Up to 12 hours per year access via phone, virtual meeting, email, or text, a planner will get back to you with in 24 hours.
Included Services:
All Investing services plus
Ability to contact and interact with a financial planner
Get questions answered like:
Getting Married
Employer 401k,
Having a child,
Entering your career,
Life stage changes,
College Savings,
Buying a house,
Difference between Traditional IRA & Roth IRA
Planning access powered through Savology
*Canceling within 12 months will be charged $150
Not sure when you will need a financial planner? This service gives you access to ask any questions that may arise in your life. Up to 12 hours per year access via phone, virtual meeting, email, or text, a planner will get back to you with in 24 hours.
Included Services:
All Investing services plus
Ability to contact and interact with a financial planner
Get questions answered like:
Getting Married
Employer 401k,
Having a child,
Entering your career,
Life stage changes,
College Savings,
Buying a house,
Difference between Traditional IRA & Roth IRA
Planning access powered through Savology
*Canceling within 12 months will be charged $150