Services | Detailed Financial | Kelland Wealth Management Group

By: Kelland Group  09-12-2011
Keywords: Financial Planning

For our clients who are considered "Heritage" accounts (see our Services: Heritage Program tab) and have complex financial needs and goals, we offer (free of charge) the services of a Senior Financial Planning Consultant.

Using a disciplined and analytical planning process, they will work with our Heritage clients to develop a highly customized and comprehensive financial plan. As part of this planning process, they explore relevant financial, retirement, tax, will and estate strategies. Your financial plan will identify specific gaps and opportunities to help you establish and achieve your goals in line with your priorities. The first draft of their report is usually available for discussion in 6 to 8 weeks. R. John Campbell may assist them in these reviews, as well as be involved in other financial planning efforts.

Keywords: Financial Planning

Other products and services from Kelland Group

09-12-2011

Services | Heritage | Kelland Wealth Management Group

Heritage encompasses a full spectrum of expertise and services designedwith your specific needs and goals in mind; from integrated financialand estate planning to investment research to preferred private bankingservices and more. If you areinterested in joining the Heritage Program, please contact our office atyour earliest convenience to discuss if this program is right for you.


09-12-2011

Services | Managed Portfolio | Kelland Wealth Management Group

Within this new program, clients do not paycommission on the trades that we would make on their behalf, instead allcosts and expenses are covered by one transparent, all-inclusive fee.This fee is not tied to the amount of trading activity that occurs inthe accounts, rather on the overall value of the portfolio.