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Spark Tier
A planning relationship designed for singles and couples.
$300 initial planning fee
$150/month
+0.35% AUM
This financial planning tier is designed to be comprehensive planning, but without some of the more complex planning items such as business planning, estate planning, and tax planning. The Spark Tier includes:
Life planning
College savings
Risk management
Debt management
Cash flow planning
Retirement strategy
Investment management
Employee benefit optimization
Tax-advantaged investing
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