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Services

How We Work

Our firm specializes in helping individuals in the wealth accumulation phase of their life develop sound retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Build a portfolio focused on your objective, risk tolerance and time horizon. We're here to fully understand and partner with you to achieve long-term success.


Fees are based on a tiered structure. 

Range: 0.60% to 1.00%


Financial Planning

Gain outside perspective to help you analyze and implement your financial strategy so that it doesn't get inwardly focused. We partner with you to analyze your resources, co-create a plan and keep you on track.


Fees are fixed and start at $450 depending on complexity of need.

Risk Management

You're working hard to save, invest and plan for the future. Don't let unexpected emergency derail your plan. 


Please call for more information

Retirement Plan

Improve employee financial well-being and retain top talent by offering this vital program. We partner with some of the largest retirement plan recordkeepers to offer flexible and customizable solutions to meet your needs. 


Please call for more information

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

tania.foster@plantrustwealth.com | 803-708-0047