Continue To Grow With Us
As a Client (Investor Only) you are not addressing significant financial planning opportunities. Our Wellness Advisory Service is designed specifically to provide you with holistic financial planning for your goals and objectives.
Wellness Benefits
- One-on-One Semi-Annual Financial Planning Meetings
- Access to meetings with INTELUS advisors or staff throughout the year to discuss financial questions and events which may arise
- Review any major life changes or upcoming decisions
- Review your current portfolio and answer any questions
- Annual evaluation of your Net Worth and our VITALS assessment
- Ongoing support to manage your cash flow, cash reserves, and investment assets
- Evaluation and advice on Retirement Income distributions and strategies
- Evaluation and advice on Estate Planning, Long-term care, and other insurance needs
- OPT IN now for Annual Renewal Cost $750 per year
Included in Investor Plan
Only one annual 30 minute virtual meeting to:
- Review your current portfolio and answer any questions
- Ongoing support to manage your investments serviced by INTELUS
- Rebalance and Reallocation of investment portfolio as needed.
- Access to additional Financial Consultations services at an annual fee rate of $300 per hour