Levels of Financial Planning

Asset
Management

  • Asset Management
  • Unlimited access to advice from your personal Financial Advisor, Paraplanner & Adminstrator
  • 24/7 Secure online access to your account view with a list of your accounts, holdings, trades & return information
  • Access to interactive educational and client appreciation events
  • Weekly Emailed Market Updates

Financial
Planning

  • Asset Management
  • Unlimited access to advice from your personal Financial Advisor, Paraplanner & Adminstrator
  • 24/7 Secure online access to your account view with a list of your accounts, holdings, trades & return information
  • Access to interactive educational and client appreciation events
  • Weekly Emailed Market Updates
  • Financial Planning Guidance from the Aquest Strategic Planning Committee.
  • Estate Planning
  • Money Guide Pro Plan
  • 24/7 secure cloud based access to your data with the ability to run various scenarios
  • Risk Management Analysis
  • College Planning

Tax & Wealth
Management

  • Asset Management
  • Unlimited access to advice from your personal Financial Advisor, Paraplanner & Adminstrator
  • 24/7 Secure online access to your account view with a list of your accounts, holdings, trades & return information
  • Access to interactive educational and client appreciation events
  • Weekly Emailed Market Updates
  • Financial Planning Guidance from the Aquest Strategic Planning Committee.
  • Estate Planning
  • Money Guide Pro Plan
  • 24/7 secure cloud based access to your data with the ability to run various scenarios
  • Risk Management Analysis
  • College Planning
  • Annual Tax Projection
  • Multi-Decade Tax Projection