Financial Advisor Subscription

  1. Estate Plan Review
  2. Comprehensive, personalized financial plan (Retirement planning, Tax strategies, Risk management, Debt management)
  3. Access to high-quality money market & structured products (Bonds & Enhanced yield money market funds, Structured CDs, Principal protection notes, Auction rate securities, Collateralized commercial papers, Repos)
  4. Access to cost-effective separately managed accounts, insurance products, and alternative investments.
  5. Priority Service & consistent communication – Dedicated advisor providing year-round fiduciary consultation and monitoring changing market and personal circumstances, including insurance lapses & payment reminders
  6. Tracking Net Worth (Household balance sheet tracker, Asset liability management)
  7. Ongoing retirement analyzer
  8. Cost Effective (for investable assets of 100K or more)

Want to know more?

Investments require deep expertise to get it right. Talk to our partners at FBS Group to find the right pathway to your finance diversification.