Ongoing Advice
After your plan is in place, Langtree Associates recommends a yearly financial check up. Typically, it is up to the client to re-engage Langtree Associates at that time. Need more support? Langtree offers a range of continuing services.
Annual Advice and Review Program
Highlights
- Annual Review of your financial status and portfolio review. Includes a 1 hour in person consultation with ideas, suggestions, written recommendations and action plans.
- One hour personal follow-up telephone call to gather and share additional information.
- Time Limited Q&A Assistance including e-mail and telephone.
- Periodic notification of changes in the industry, legislation, IRS or other events that MAY impact your financial plan.
- Our newsletter.
- 10% discount on additional hourly services.
Prices start at $750 per year ($900 value).
The Annual Retainer Program
Highlights
- Two to four reviews of your financial progress and/or portfolio reviews per year.
- Ongoing assistance with plan implementation and advice throughout the year on the areas covered by your plan and other financial planning matters.
- Unlimited Q&A Assistance including unlimited e-mail and telephone support throughout the year.
- Periodic notification of changes in the industry, legislation, IRS or other events that MAY impact your financial plan.
- Our newsletter.
- 10% discount on additional hourly services.
Prices start at $2,400 per year.
Prices may vary depending on financial status, investment portfolio holdings and complexity. Please contact Langtree Associates for more detail and a customized quotation. All contracts must be in place within 12 months of the initial engagement. Prices effective June 1, 2010 and subject to change.
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