As we work through the Freedom Path with you, we may use one of the following tools to achieve your goals:
Tops – Exchange traded portfolio solutions designed to seamlessly integrate your strategic financial plan:
- Designed to optimize returns and decrease cost for portfolios from $500,000 through $50m
- An endowment approach
- Portfolios meeting fiduciary standard of care
- Custom separately managed portfolios through our RIA ARM, James River Asset Management
- MEP/401k Planning for businesses
- Business enhancement and transition consulting services
- Estate planning services with an in house estate planning attorney on staff
- Health insurance plan design services for business owners
- Health insurance consulting for individuals and families
ARC Process™: The ARC Process™ is designed to address the planning and preparation needed to help you accumulate wealth for retirement during your working years. …
RISK Process™: The RISK Process focuses on addressing the risks faced by retirees during the income distribution phase of retirement when their portfolios are most likely to be adversely affected by poor health or longevity, volatility, inflation, and liquidity.
CARES™: CARES™ is a Comprehensive Annuity Review and Evaluation Service offered by a team of product experts designed to educate policyholders about the features of their annuity in order to determine how it fits into the overall retirement plan.
The Optimized Portfolio System®: The Optimized Portfolio System® is a professionally managed program offering portfolios of exchange traded funds (ETFs) that work to provide investors with liquid, tax efficient, low-cost vehicles for goals-based investing.