Comprehensive

Managing financials for a family or small business can quickly become complex.  Caliber advisors specialize in making the complex simple.  Our Comprehensive service relationship is custom tailored for someone looking for full planning and investment management while being kept in the loop with efficient communication at every step.

Clients in this relationship prefer:

  • Comprehensive financial planning + investment management
  • Caliber-led coordination across financial professionals
  • Two to three financial strategy meetings per year with your advisor team (or as needed)
  • Full access to Caliber’s team and strategic partners
  • Collaborative planning tools through Caliber’s secure website to check in on goal progress anytime, anywhere
This plan includes the services shown in the chart below.
 
Comprehensive
Face-to-face reviews
Goals and objectives review
Net-worth + cash-flow analysis
Large purchase planning
Liabilities + debt management
Risk tolerance assessment
Asset allocation analysis + rebalancing
Portfolio performance analysis
Basic insurance review
Beneficiary review
Everplans
Online account aggregation
Online encrypted vault for digital doc organization
Digital education resources
Comprehensive goal planning and monitoring
Comprehensive retirement
Tax-efficient retirement distribution strategies
Education funding strategies
Comprehensive insurance planning
Employment retirement plan review
Quarterly performance summary reports
Proactive capital gains tax planning
Charitable giving tax strategies
Work with CPA to provide year-end tax docs

READY TO CHAT WITH AN ADVISOR?

If you’re unsure of which service plan is best for you, don’t stress!  Our advisors will recommend the service plan that will best suit your financial needs.

Click below to start the conversation!

If you would like to be paired with an advisor based on their specialized skillset, please click the button above to provide us with a bit more information.

READY TO CHAT WITH AN ADVISOR?

If you’re unsure of which service plan is best for you, don’t stress!  Our advisors will recommend the service plan that will best suit your financial needs.

Click below to start the conversation!

If you would like to be paired with an advisor based on their specialized skillset, please click the button above to provide us with a bit more information.

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