Our Client Service Options

Description: Whether you're saving for retirement, looking to roll over an employer sponsored retirement plan into and IRA at retirement, maximizing an existing investment account's risk/reward profile or investing a windfall sum of cash, our entry-level client service package is designed to ensure that you're being optimally compensated on your investments for whatever the level of risk that you're willing to take. It includes the following:

• Establish savings and investment goals as well as investment risk tolerance
  
• Behavioral Financial Coaching
  
• Customized portfolio construction utilizing top-tier money managers, solutions and strategists
  
• On-going annual review and opportunity for bi-annual meetings to discuss investment portfolio progress and financial health
  

Fee: Portfolio Investment Advisory Management Fees range from (0.50% - 1% of assets under management)

Description: This financial consulting package is best suited for younger families and working professionals which addresses your overall financial health and wealth-building goals and is designed to ensure that you're on track towards a secure retirement as well as optimizing your exisiting wealth accumulation. It includes the following:

• "Financial Snapshot" Review: Examine assets, liabilities and monthly cash flow using our Dynamic Financial Planning software
• Establish savings and investment goals as well as investment risk tolerance
  
• Behavioral Financial Coaching
  
• Review insurance needs and cost-savings opportunities (Life, disability, long-term care)
  
• Map out retirement planning goals and strategies
  
• Minimum of two proactive meetings per year
  

Fee: Financial consulting monthly subscription fee of $100-$200 subject to specific client case (12-Month Minimum)

*Planning Fees Waived With Minimum of $100,000 Investable Assets Under Dover Financial Planning 's Advisory Management

The cornerstone of Dover Financial Planning's holistic client service packages: This in-depth financial planning package is focused on overall preparation for a secure retirement and wealth preservation. It is best suited for households 1-5 years from retirement and includes the following:

• All of Tier 2 services PLUS:
  
• Analyzing your current "retirement readiness" using our dynamic financial planning process
  
• Establishing retirement income and asset distribution strategies
  
• Reviewing and determining one's legacy and estate planning goals
  
• Comprehensive insurance planning
  
• Education funding planning strategies
  
• Tax planning review and tax-reduction strategies
  
• Coordination with all applicable financial professionals for your overall financial plan
  

Fee: One-Time financial planning fee of $3,000-$5,000 subject to specific client case (12-Month Engagement)

(Renewal Planning Fees range from $1,500-$3,000 annually)

*Renewal Planning Fees Waived With Minimum of $500,000 Investable Assets Under Dover Financial Planning 's Advisory Management

This description of services is provided for informational purposes only. The specific services to be provided to each client are negotiated with each client and set forth in a written agreement. Clients should refer to their written agreement for definitive information regarding the services they are entitled to receive.