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Comprehensive Financial Planning
Flat fee for selected services
 | Premier Client Service Group-subscribing clients receive: quarterly newsletter,
quarterly advent level performance report on
"entire accounts", quarterly re-balancing of selected mutual
funds or variable annuities, ongoing financial plan updates upon
request via our secure online server,...all included for one flat
quarterly fee. |
| Customized, Focus Plans covering a specific area only, one time fee. |
| Hourly Rates |
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Fee Based On-Going Asset Management
Services
| Customized Modular Management Services |
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