The clients I generally work with are:
  • Conservative in approach to planning and investing
  • Comfortable paying for expert advice
  • Committed to leaving a legacy for their family and charities they may support
  • Committed to a long term relationship with their trusted professional(s) that grows over time and experience.
  • Committed to a team approach with all of the professionals in communication and coordination on their behalf.
  • Committed to transparency in all dealings.
  • Looking not just for a plan, but also for a professional to oversee the planning and implementation to completion
  • Looking for a financial professional who already has a team of vetted trusted professionals in other areas to assist
  • Bonus - Overjoyed when they receive home baked, organic, chocolate chip cookies!

2014  Service Level Offerings

Platinum
All the Benefits of Gold and Silver plus:

  • Six 1 hour face to face meetings over six months to implement Your Personal Plan*
  • Three Conference Calls with other professionals to coordinate your planning (Tax, Legal, Investments)
  • Annual Review one year after start of process to ensure completion of all planning items
  • ! year registration on Personalized Cloud Based Financial  Portal that Aggregates all your financial information to your own exclusive website
  • Complimentary attendance for all Teleseminar series or in person attendance at  seminars hosted by Jeanne Brutman 
  • Complimentary online products created by Jeanne Brutman 
  • *Client(s) must meet with Jeanne Brutman at her NYC location

 

Gold

All of the benefits of Silver Plus:

  • Unlimited Referrals to  tax, legal, financial professionals and others as needed^
  • Two 1 hour face to face meetings over six months to implement Your Personal Plan*
  • Three Conference Calls with other professionals to coordinate your planning (Tax, Legal, Investments)
  • Specific Financial Products recommendations as appropriate
  • Agenda and Summary of all Face to Face meetings via Email
  • 50% discount for Teleseminar series or in person attendance at  seminars hosted by Jeanne Brutman
  • 50% discount for online products  individually or as a package created by Jeanne Brutman
  • ^As available dependent on geographic location of clients

 

Silver

Basic Financial Planning Review Including One Review and Implementation Meeting in person with Summary of Findings and Discussion for:

  • Insurance
  • Legal - Estate Planning NY and Federal
  • Investments - Retirement, Educational and Non-Retirement Assets
  • Asset Protection
  • Group Benefits
  • Estate Planning

 

Bronze
Specific questions about your planning answered and advised upon.
Priced on a project by project basis

 

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