Intelligent Investing offers three levels of service to our clients. We are independent, fee-only advisors. Because we do not sell any products such as insurance, annuities, etc… we do not make any commissions. Period. We believe our fiduciary duty allows us to be on the same side of the table as you, and offer you services without conflicts of interest. We offer gold, platinum, and diamond levels of service. Please connect with us to learn more.
BENEFITS
COMPARE
Intelligent
Investing
Services
Custom-Designed Risk Profile
Professionally-Created Diversified Portfolio
Automatic Portfolio Rebalancing
Tax Loss Harvesting
Intelligent Investing Insights Newsletter
Intelligent Investing Quarterly Commentary
Paperless Statements
Online Client Portal
Comprehensive Written Financial Plan
Comprehensive Cash-Flow Analysis
Retirement Planning
Retirement Distribution Analysis
Tax Planning & Implementation of Tax-Advantaged Strategies
Insurance Planning
Estate Planning
Periodic Review of Beneficiaries
Collaboration with your CPA and Attorney(s)
College and 529 Planning
Long-Term Care Planning
Philanthropic Planning
Stock Option Analysis
Private Family Foundation Planning
Multi-Generation Tax Analysis
Gift Planning
Gold
Asset management
Minimum $250,000 Investable Assets
Platinum
Asset Management & comprehensive financial planning
Minimum $1,000,000 Investable assets
Diamond
Custom-designed portfolios and tailor-made services
minimum $2,500,000 investable assets
Our services are subject to change from time to time. Depending on client circumstances, the above services are a sample of what we provide to our clients and are negotiable. Please review our latest Form ADV for details of our services.
