Comprehensive
Leave your planning to the experts! The A.I. Group is honored to be the caretaker of your personal finances. We are dedicated to educating our clients about strategies necessary to achieve their personal financial goals. The A.I. Group designs customized comprehensive financial plans addressing cash flow management, wealth distribution, and all other financial planning needs. Our final plan presentation provides clients with a plan that is ready for implementation.
Cohesive
Our Certified Financial Planners will act as your personal financial planning liaison during the implementation phase of the planning process. We will unite your trusted team of professionals around your central financial planning goals. We encourage you to utilize your personal advisors to implement your financial plan. Or, if you prefer, we are pleased to provide introductions to trusted professionals.
Our chosen professionals have been identified as seasoned and respected experts in their particular fields. Once your implementation team is established, with your resources or ours, we will guide and oversee the execution of your plan to confirm the strategies and products used are as prescribed in your plan.
Objective
The A.I. Group financial planning services were founded on the idea that financial planning should be an educational process rather than a sales process. Therefore, we provide fee-based, advice only consulting. Our job is to take the guesswork out of the financial planning process so that you can feel confident that your best interest remains the primary objective.
Transparent
The goal of The A.I. Group’s financial planning division is to design and implement our client’s comprehensive customized financial and estate plan. The transparency of our fee schedule provides our clients peace of mind that our strategies are objective rather than based on embedded product sales and commissions.
The A.I. Group financial plans are offered at three levels and priced accordingly.
- Early Wealth Accumulation Plan | $2,500 | 3 month retainer period included
- Mid Wealth Accumulation Plan | $5,000 | 6 month retainer period included
- Financially Independent Wealth Management Plan | $10,000 | 12 month retainer period included
*Hourly rate available upon request
Financial Planning Services are provided to individuals or to employees as an employer paid or voluntary group benefit.
Committed
We are committed to providing our clients with comprehensive, cohesive, and objective financial planning services with a transparent fee schedule.
