Working with
Shannon Grey, CFP®, CRPC®, MPAS®
CERTIFIED FINANCIAL PLANNER™
Asset Management:
A Wealth Plan Designed to Help You Build and Protect Your Assets
The custodian for all account funds and assets with InvestEdge Planning is Charles Schwab & Co.
Annual update to Your Financial or Retirement Plan
Debt Management and Savings Plan tailored to help you build wealth
Annual Forward-Looking Tax Planning (prior-year tax return required)
Ongoing Investment Management tailored to your goals, risk tolerance, and time horizon
A balanced portfolio is maintained to reduce risk across asset classes (stocks, ETFs, mutual funds, index funds, bond funds or bonds, high-yield savings & cash)
Equity investment research incorporates fundamental valuation & technical analysis
Hedging strategies integrated during bear markets
Income strategies executed in stable neutral market environments
Tax loss harvesting available for taxable accounts
Quarterly Portfolio Performance Report and Check-In
An annual overview of Estate Planning and Risk Management (Insurance analysis)
For Retirees, Retirement Plan income and drawdown distribution planning
Ongoing Market and Economic Commentary
On-Demand Appointment Request for any financial needs
Updates and ongoing education on navigating Social Security & Medicare benefits
Long-term care planning
Access to professionals for insurance, mortgage, finance needs, etc.
College savings plan for each child with a comparison of colleges, scholarships, grants, etc
Equity Compensation: RSUs, ISOs, NSOs, etc.- Planning and Tax Analysis
End-of-life financial matters in good order- Health Power of Attorney, DNR, beneficiaries, etc.
& More
FEE EXAMPLE:
$525,000 account
$525,000 x .01= $5,250 is the annual fee, paid quarterly
Calculation derived from closing account value of the last business day for the quarter
$5250/4=
$1312.50 due the last business day of the quarter
