The Capital Preserve provides financial planning and consulting services, including estate, retirement, and college planning. They also offer asset allocation services. The firm gathers financial information from clients to prepare a written financial plan, analysis, or recommendations. Clients are responsible for updating the plan based on changes in their financial situation or the economy. The Capital Preserve does not manage assets.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Planning Services: Review of the client's financial situation including cash flow analyses, budget, financial goals, and savings tendencies. Analysis of the client's estate, insurance and investment situation and recommendations for changes or a course of action to take.
- Estate Planning Services: Analysis of the client's estate and recommendations for wills and trust structure, generic investment recommendations and the disposition of client's estate.
- Retirement Planning Services: Analysis of the client's retirement situation, determination of when a client may retire; a plan or strategy for saving toward the retirement goal and generic investment recommendations.
- College Planning Services: Assistance with financial applications, determining and establishing savings goals and analysis of investment structure. The goal of the services is to evaluate the client's financial situation and determine financial aid options available.
- Asset Allocation Services: Review of the client's present investment portfolio and recommendations to changes. Assistance to client to determine their investment objective and risk tolerance.
One-Time Plan:Up to $3,000
Hourly Rate:Up to $250/hr
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