Value Comparison
The Pure service-oriented model is coordinated, comprehensive and easy to use. Under the Pure model, clients receive a comprehensive, continuously updated fiduciary-advised financial plan as well as basic tax preparation and a complete basic estate planning package. Asset management and insurance services are also offered with a credit/offset feature designed to increase the value of the planning package.
The following is an example of the value created by our planning package structure. For this example, we assume the PURE ADVANTAGE I planning and implementation package for a client who has a $200,000.00 investment account to manage. We use assumptions we believe are conservative as compared to typical individual pricing for similar services. We would be pleased to create a free custom value comparison to reflect your unique situation. Just go to the contact us page and select the check box to receive the "value comparison".
| TYPICAL | PURE FINANCIAL | |
| PURE ADVANTAGE I PACKAGE | N/A | $2,995.00 |
| FINANCIAL PLAN | $2,000.00 | $995.00 |
| ESTATE PLAN | $1,500.00 | INCLUDED |
| TAX PREPARATION | $500.00 | INCLUDED |
| ASSET MANAGEMENT (Assumes $200K investment account) |
$3,000.00 | $3,000.00 |
| (Plan Credit from Asset Fee) | <$2,995.00> | |
| INVESTMENT ADVICE | $600.00 | INCLUDED |
| ENCRYPTED WEBSITE | $400.00 | INCLUDED |
| TOTAL | $8,000.00 | $3,995.00 |
| FIRST YEAR SAVINGS | $4,005.00* |
