Client Service Standard of Care

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Presentation transcript:

Client Service Standard of Care COMPREHENSIVE WEALTH MANAGEMENT Concierge Level $1,000,000+ Client Service Standard of Care Charitable planning strategies Complex trust strategies Assistance in settling estates Small business strategies and succession planning Wealth transfer education for the next generation Financial Planning and Investment Management Custom Level $500,000-$1,000,000 Total Asset Allocation Advantage Collaboration with CPAs and attorneys Estate planning Tax planning strategies Executive compensation analysis Income distribution strategies Total Asset Allocation Advantage Collaboration with CPAs and attorneys Estate planning Tax planning strategies Executive compensation analysis Income distribution strategies www.pursuitwealthstrategies.com 8321 Bandford Way Suite 105 Raleigh, NC 27615 (919) 847-7600 Financial Planning and Investment Management Basic Level $250,000-$500,000 Financial goal planning Customized model and portfolio construction Retirement needs analysis Education fund strategies Survivor needs/ Insurance review Long-term care planning Annual 401 (k) education Securities class action paperwork assistance Financial goal planning Customized model and portfolio construction Retirement needs analysis Education fund strategies Survivor needs/ Insurance review Long-term care planning Annual 401 (k) education Securities class action paperwork assistance Financial goal planning Customized model and portfolio construction Retirement needs analysis Education fund strategies Survivor needs/ Insurance review Long-term care planning Annual 401 (k) education Securities class action paperwork assistance Investment Management Enhanced Level $100,000-$250,000 All-Inclusive account aggregation Performance summary reports Capital gain tax planning Beneficiary review on all retirement accounts and annuities All-Inclusive account aggregation Performance summary reports Capital gain tax planning Beneficiary review on all retirement accounts and annuities All-Inclusive account aggregation Performance summary reports Capital gain tax planning Beneficiary review on all retirement accounts and annuities All-Inclusive account aggregation Performance summary reports Capital gain tax planning Beneficiary review on all retirement accounts and annuities Investment Management Basic Level 0-$100,000 Annual review Investment advise Ongoing portfolio monitoring Online Investor Access Online Digital Document Organizer/Vault IRA RMD planning Quarterly newsletter Semi-Annual review Investment advise Ongoing portfolio monitoring Online Investor Access Online Digital Document Organizer/Vault IRA RMD planning Quarterly newsletter Semi-Annual review Investment advise Ongoing portfolio monitoring Online Investor Access Online Digital Document Organizer/Vault IRA RMD planning Quarterly newsletter Quarterly review Investment advice Ongoing portfolio monitoring Online Investor Access Online Digital Document Organizer/Vault IRA RMD planning Quarterly newsletter Quarterly review Investment advice Ongoing portfolio monitoring Online Investor Access Access to the Vault - Online digital document organizer IRA RMD planning Quarterly newsletter **Raymond James does not offer tax or legal services. You should discuss any tax or legal matters with the appropriate professional. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Advisors, Inc. Pursuit Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.