Financial Planning

Ascent Package

You are beginning to start your journey to financial freedom. This package is for those who are wanting to get their finances on the right path, but don’t know where to start. This package will include the following services for you:

Quarterly call via zoom/phone call to review your progress and make sure you’re on the right track.
Personal Budgeting and Goal setting
Basic Retirement planning
Investment Review – we will review your portfolio Annually to make sure your allocation aligns properly with your risk tolerance. This may be with assets we manage or assets you have elsewhere in other 401k’s or brokerage accounts.
Complimentary Life Insurance, Home and Auto Insurance Reviews
Your Investment: $150/quarter or $600 annually

Peak Package

If you’re looking for a one on one planning experience and want to make sure you stay on the right trail. This package will include the following services for you:

Retirement Planning – Set goals, implement strategies, and ongoing monitoring of progress.
Insurance Review – Life, Disability, Long Term care, as well as other Personal policies to protect your assets.
Investment Review – we will review your portfolio Quarterly to make sure your allocation aligns properly with your risk tolerance and financial goals. This can be assets managed with us or held away.
Quarterly meeting in person or via zoom/phone call to review your progress and make sure you’re on the right track.
If Assets are managed with us, you can receive a discount on your planning fee with at least $100,000 balance in AUM.
Personalized Website for you to monitor and update your financial status and goals.
Your Investment: $600/quarter or $2400 annually

Interested in learning more about any of the packages?

Complete the form below or schedule a call here to discuss.

AppaFinancial | P: (606) 793-4042 | E: Email Chase | Schedule an Appointment | 789 US-23, Paintsville, KY 41240

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and AppaFinancial are not affiliated. This communication is strictly intended for individuals residing in the states of Florida, Kentucky, Ohio, and West Virginia. No offers may be made or accepted from any resident outside the specific states referenced.

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