The Wealthquest Financial Path

Investments starting at $350,000

You’ve reached a transition in your life, where it’s vital that you take care of your savings and avoid mistakes. Wealthquest can guide you through key decisions, keep you focused on your family priorities, and empower you to make decisions confidently. We coordinate the entire operation with the experts on our team, so you can sit at the table as we develop a personalized strategy together.

We’ll share our collective advice and set in motion a plan that includes tax planning and preparation, estate planning, as well as an investment strategy to match. Whether you’re approaching retirement, buying a vacation home, or need to transition the family business, we’ll be ready to help.

All of the services below offered at no additional cost.

Investment Management

Competitors' Services: "Passive or Active Management"

  • Institutional Asset Allocation
  • Combines the best Active, Passive, and Alternative Strategies
  • Customized around client concentrated holdings
  • Option Strategies for unique needs

Diversified investment portfolios that match client risk tolerance.

Retirement Planning

Competitors' Services: "Static financial projections a la carte"

  • Dedicated Financial Planning Department
  • Cloud-based planning system with daily updates
  • Automated account aggregation
  • Clear step-by-step direction to accomplish goals
  • What-if scenarios to test alternative paths
  • Proactive tracking and advice

Tax Prep

Competitors' Services: "Outside CPA referral"

  • CPA/EA Prepared Federal, State and Local Tax Returns
  • Tax Bracket Management
  • December Deadline Tax Review
  • Proactive Deduction Strategies
  • Coordination with Financial Plan

Estate Planning

Competitors' Services: "Outside attorney referral"

  • Plan Design Direction
  • Existing Document Review
  • Estate Document Prep Credit (Amount Based on Assets)
  • Cost Efficient Transfer Strategies
  • Protecting the Next Generation

College Planning

Competitors' Services: "529 plan"

  • School-Specific Affordability Analysis
  • FAFSA Assistance
  • Birkman Assessment for Student
  • Tax Efficient Funding and Savings Strategies
  • Coordination with Financial Plan

Risk Management

Competitors' Services: "Buy a policy"

  • Objective Needs-Based Assessments
  • Smart Search Underwriting
  • Existing Policy Review
  • Long-Term Care Planning
  • Coordination with Financial Plan

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A zero fine print policy - no additional cost.

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$350,000 - $2,500,000

  • Manage your investments well
  • Count down to retirement with peace of mind
  • Simplify your estate planning
  • Send your kids to college and enjoy the quiet
  • Dispel your worries with an insurance evaluation
  • Long-term Care planning
  • Tax preparation by people who know your complete financial picture
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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines the best active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000
 
 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000