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Working with
Shannon Grey, CFP®, CRPC®, MPAS® 
CERTIFIED FINANCIAL PLANNER™ 
 
InvestEdge Planning
InvestEdge Planning

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. 

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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, index funds, bonds, & 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- 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

InvestEdge Planning

Contact

 Let's chat.

858-240-0139

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